Root Financial Partners
BPOP icon

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
Q3 		$8.39K Buy
+54
New +$9.13K ﹤0.01% 2001
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

Other funds holding BPOP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Root Financial Partners's BPOP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Popular Inc (BPOP) in Q3 2026: 54 shares worth $8.39K. The stake represents ﹤0.01% of the portfolio and ranks #2001 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BPOP as recently as Q1 2026.

Root Financial Partners first reported a position in BPOP in Q3 2025 and has held it in 4 quarters since. 174 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • Root Financial Partners held 54 shares of Popular Inc worth $8.39K as of Q3 2026.
  • Popular Inc was a new Root Financial Partners position in Q3 2026.
  • Popular Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2001 holding.
  • Root Financial Partners first reported a position in Popular Inc in Q3 2025 and has held it in 4 quarters since.
  • 174 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.