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Rothschild Investment LLC’s Popular Inc BPOP Stock Holding History

Rothschild Investment LLC’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
Q1 		$41.1K Buy
306
+28
+10% +$3.75K ﹤0.01% 1181
2025
Q4 		$34.6K Sell
278
-1,531
-85% -$181K ﹤0.01% 1139
2025
Q3 		$230K Buy
+1,809
New +$216K 0.01% 557

Other funds holding BPOP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rothschild Investment LLC's BPOP Position: Q1 2026 in Review

Rothschild Investment LLC increased its Popular Inc (BPOP) stake by 10% in Q1 2026, buying an estimated $3.75K and bringing the position to 306 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Rothschild Investment LLC first reported a position in BPOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $230K in Q3 2025. 443 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Rothschild Investment LLC held 306 shares of Popular Inc worth $41.1K as of Q1 2026.
  • Rothschild Investment LLC bought 28 Popular Inc shares in Q1 2026, an estimated $3.75K.
  • Popular Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1181 holding.
  • Rothschild Investment LLC first reported a position in Popular Inc in Q3 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Popular Inc position peaked at $230K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.