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Sagewood Asset Management’s Popular Inc BPOP Stock Holding History

Sagewood Asset Management’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 		$837K Buy
5,101
+298
+6% +$45K 0.19% 94
2026
Q1 		$644K Buy
4,803
+164
+4% +$22K 0.2% 99
2025
Q4 		$578K Buy
+4,639
New +$548K 0.21% 88

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

Sagewood Asset Management's BPOP Position: Q2 2026 in Review

Sagewood Asset Management increased its Popular Inc (BPOP) stake by 6.2% in Q2 2026, buying an estimated $45K and bringing the position to 5,101 shares worth $837K. The position accounts for 0.19% of the portfolio, ranked #94.

Sagewood Asset Management first reported a position in BPOP in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Sagewood Asset Management held 5,101 shares of Popular Inc worth $837K as of Q2 2026.
  • Sagewood Asset Management bought 298 Popular Inc shares in Q2 2026, an estimated $45K.
  • Popular Inc made up 0.19% of Sagewood Asset Management's portfolio in Q2 2026, its #94 holding.
  • Sagewood Asset Management first reported a position in Popular Inc in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.