Savvy Advisors Inc’s Popular Inc BPOP Stock Holding History

Savvy Advisors Inc’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
2025 Q4	–	Sell	-1,576	Closed	-$200K	–	1033
2025 Q3	$200K	Buy	+1,576	New	+$188K	0.01%	786

Other funds holding BPOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Savvy Advisors Inc's BPOP Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 1,576 shares — an estimated $200K sold.

Savvy Advisors Inc first reported a position in BPOP in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 426 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

Savvy Advisors Inc reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
Savvy Advisors Inc sold 1,576 Popular Inc shares in Q4 2025, an estimated $200K.
Savvy Advisors Inc first reported a position in Popular Inc in Q3 2025 and held it in 1 quarter.
Savvy Advisors Inc's Popular Inc position peaked at $200K in Q3 2025.
426 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.