SWP
BPOP icon

Sagespring Wealth Partners’s Popular Inc BPOP Stock Holding History

Sagespring Wealth 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 		$310K Buy
1,888
+291
+18% +$43.9K ﹤0.01% 679
2026
Q1 		$214K Buy
+1,597
New +$214K ﹤0.01% 764

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

Sagespring Wealth Partners's BPOP Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Popular Inc (BPOP) stake by 18% in Q2 2026, buying an estimated $43.9K and bringing the position to 1,888 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Sagespring Wealth Partners first reported a position in BPOP in Q1 2026 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Sagespring Wealth Partners held 1,888 shares of Popular Inc worth $310K as of Q2 2026.
  • Sagespring Wealth Partners bought 291 Popular Inc shares in Q2 2026, an estimated $43.9K.
  • Popular Inc made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #679 holding.
  • Sagespring Wealth Partners first reported a position in Popular Inc in Q1 2026 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.