R Squared’s Popular Inc BPOP Stock Holding History

R Squared’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
2025 Q4	–	Sell	-4,520	Closed	-$574K	–	544
2025 Q3	$574K	Buy	+4,520	New	+$540K	0.25%	117
2025 Q1	–	Sell	-1,760	Closed	-$166K	–	469
2024 Q4	$166K	Buy	+1,760	New	+$169K	0.16%	148

Other funds holding BPOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

R Squared's BPOP Position: Q4 2025 in Review

R Squared sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 4,520 shares — an estimated $574K sold.

R Squared first reported a position in BPOP in Q4 2024 and held it in 2 quarters. The position peaked at $574K in Q3 2025. 427 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

R Squared reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
R Squared sold 4,520 Popular Inc shares in Q4 2025, an estimated $574K.
R Squared first reported a position in Popular Inc in Q4 2024 and held it in 2 quarters.
R Squared's Popular Inc position peaked at $574K in Q3 2025.
427 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.