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Ritholtz Wealth Management’s Popular Inc BPOP Stock Holding History

Ritholtz Wealth Management’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 		$9.74M Buy
59,321
+2,931
+5% +$442K 0.15% 85
2026
Q1 		$7.57M Buy
56,390
+10,512
+23% +$1.41M 0.13% 94
2025
Q4 		$5.71M Buy
45,878
+4,608
+11% +$545K 0.1% 126
2025
Q3 		$5.24M Buy
41,270
+11,957
+41% +$1.43M 0.1% 121
2025
Q2 		$3.23M Buy
29,313
+8,588
+41% +$848K 0.07% 184
2025
Q1 		$1.91M Buy
20,725
+1,439
+7% +$140K 0.06% 257
2024
Q4 		$1.81M Sell
19,286
-3,127
-14% -$300K 0.05% 253
2024
Q3 		$2.25M Sell
22,413
-1,705
-7% -$166K 0.07% 207
2024
Q2 		$2.13M Buy
24,118
+1,190
+5% +$103K 0.07% 192
2024
Q1 		$2.02M Buy
22,928
+4,360
+23% +$366K 0.07% 194
2023
Q4 		$1.52M Buy
18,568
+13,312
+253% +$942K 0.06% 224
2023
Q3 		$331K Buy
+5,256
New +$348K 0.01% 534
2022
Q4 		– Sell
-6,835
Closed -$493K – 591
2022
Q3 		$493K Sell
6,835
-3,408
-33% -$265K 0.03% 406
2022
Q2 		$788K Sell
10,243
-531
-5% -$42.2K 0.05% 231
2022
Q1 		$881K Buy
10,774
+2,065
+24% +$182K 0.06% 207
2021
Q4 		$714K Buy
8,709
+3,024
+53% +$245K 0.04% 229
2021
Q3 		$442K Buy
+5,685
New +$423K 0.03% 297

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

Ritholtz Wealth Management's BPOP Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Popular Inc (BPOP) stake by 5.2% in Q2 2026, buying an estimated $442K and bringing the position to 59,321 shares worth $9.74M. The position accounts for 0.15% of the portfolio, ranked #85.

Ritholtz Wealth Management first reported a position in BPOP in Q3 2021 and has held it in 17 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Ritholtz Wealth Management held 59,321 shares of Popular Inc worth $9.74M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,931 Popular Inc shares in Q2 2026, an estimated $442K.
  • Popular Inc made up 0.15% of Ritholtz Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Ritholtz Wealth Management first reported a position in Popular Inc in Q3 2021 and has held it in 17 quarters since.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

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