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Secured Retirement Advisors’s Popular Inc BPOP Stock Holding History

Secured Retirement Advisors’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 		$1.75M Buy
10,679
+32
+0.3% +$4.83K 0.9% 35
2026
Q1 		$1.43M Sell
10,647
-109
-1% -$14.6K 0.81% 34
2025
Q4 		$1.34M Sell
10,756
-916
-8% -$108K 0.75% 46
2025
Q3 		$1.48M Sell
11,672
-2,795
-19% -$334K 0.83% 40
2025
Q2 		$1.59M Sell
14,467
-420
-3% -$41.5K 0.95% 33
2025
Q1 		$1.38M Sell
14,887
-297
-2% -$28.9K 0.89% 37
2024
Q4 		$1.43M Buy
+15,184
New +$1.46M 0.82% 47

Other funds holding BPOP

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Secured Retirement Advisors's BPOP Position: Q2 2026 in Review

Secured Retirement Advisors increased its Popular Inc (BPOP) stake by 0.3% in Q2 2026, buying an estimated $4.83K and bringing the position to 10,679 shares worth $1.75M. The position accounts for 0.9% of the portfolio, ranked #35.

Secured Retirement Advisors first reported a position in BPOP in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Secured Retirement Advisors held 10,679 shares of Popular Inc worth $1.75M as of Q2 2026.
  • Secured Retirement Advisors bought 32 Popular Inc shares in Q2 2026, an estimated $4.83K.
  • Popular Inc made up 0.9% of Secured Retirement Advisors's portfolio in Q2 2026, its #35 holding.
  • Secured Retirement Advisors first reported a position in Popular Inc in Q4 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.