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Precision Wealth Strategies’s Popular Inc BPOP Stock Holding History

Precision Wealth Strategies’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$982K Buy
5,979
+5
+0.1% +$754 0.3% 78
2026
Q1 		$802K Buy
5,974
+41
+0.7% +$5.5K 0.27% 83
2025
Q4 		$739K Buy
5,933
+336
+6% +$39.7K 0.24% 93
2025
Q3 		$711K Sell
5,597
-798
-12% -$95.4K 0.23% 96
2025
Q2 		$705K Buy
+6,395
New +$632K 0.23% 84

Other funds holding BPOP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Precision Wealth Strategies's BPOP Position: Q2 2026 in Review

Precision Wealth Strategies increased its Popular Inc (BPOP) stake by 0.08% in Q2 2026, buying an estimated $754 and bringing the position to 5,979 shares worth $982K. The position accounts for 0.3% of the portfolio, ranked #78.

Precision Wealth Strategies first reported a position in BPOP in Q2 2025 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Precision Wealth Strategies held 5,979 shares of Popular Inc worth $982K as of Q2 2026.
  • Precision Wealth Strategies bought 5 Popular Inc shares in Q2 2026, an estimated $754.
  • Popular Inc made up 0.3% of Precision Wealth Strategies's portfolio in Q2 2026, its #78 holding.
  • Precision Wealth Strategies first reported a position in Popular Inc in Q2 2025 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.