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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
Q2 		$50.2K Hold
306
– – ﹤0.01% 1248
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

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's BPOP Position: Q2 2026 in Review

Rothschild Investment LLC held its Popular Inc (BPOP) position steady in Q2 2026 at 306 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Rothschild Investment LLC first reported a position in BPOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Rothschild Investment LLC held 306 shares of Popular Inc worth $50.2K as of Q2 2026.
  • Rothschild Investment LLC left its Popular Inc share count unchanged in Q2 2026.
  • Popular Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1248 holding.
  • Rothschild Investment LLC first reported a position in Popular Inc in Q3 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Popular Inc position peaked at $230K in Q3 2025.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.