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Root Financial Partners’s Popular Inc BPOP Stock Holding History

Root Financial Partners’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 		– Sell
-51
Closed -$6.84K – 793
2026
Q1 		$6.84K Hold
51
– – ﹤0.01% 1832
2025
Q4 		$6.35K Hold
51
– – ﹤0.01% 1687
2025
Q3 		$6.48K Buy
+51
New +$6.1K ﹤0.01% 1619

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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 40.89% 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

Root Financial Partners's BPOP Position: Q2 2026 in Review

Root Financial Partners sold out of Popular Inc (BPOP) in Q2 2026, closing a stake of 51 shares — an estimated $6.84K sold.

Root Financial Partners first reported a position in BPOP in Q3 2025 and held it in 3 quarters. The position peaked at $6.84K in Q1 2026. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Root Financial Partners reported no remaining Popular Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 51 Popular Inc shares in Q2 2026, an estimated $6.84K.
  • Root Financial Partners first reported a position in Popular Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Popular Inc position peaked at $6.84K in Q1 2026.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.