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Richardson Financial Services’s Popular Inc BPOP Stock Holding History

Richardson Financial Services’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
2024
Q4 		– Sell
-146
Closed -$12.9K – 616
2024
Q3 		$12.9K Hold
146
– – 0.01% 383
2024
Q2 		$12.9K Buy
146
+38
+35% +$3.3K 0.01% 364
2024
Q1 		$9.51K Buy
108
+8
+8% +$671 0.01% 411
2023
Q4 		$8.21K Buy
+100
New +$7.08K 0.01% 326

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Richardson Financial Services's BPOP Position: Q4 2024 in Review

Richardson Financial Services sold out of Popular Inc (BPOP) in Q4 2024, closing a stake of 146 shares — an estimated $12.9K sold.

Richardson Financial Services first reported a position in BPOP in Q4 2023 and held it in 4 quarters. The position peaked at $12.9K in Q3 2024. 347 funds tracked by Wall St. Rank hold BPOP as of Q4 2024.

  • Richardson Financial Services reported no remaining Popular Inc position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 146 Popular Inc shares in Q4 2024, an estimated $12.9K.
  • Richardson Financial Services first reported a position in Popular Inc in Q4 2023 and held it in 4 quarters.
  • Richardson Financial Services's Popular Inc position peaked at $12.9K in Q3 2024.
  • 347 funds tracked by Wall St. Rank held Popular Inc as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.