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Sequoia Financial Advisors’s Popular Inc BPOP Stock Holding History

Sequoia Financial 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 		$922K Sell
5,618
-75
-1% -$11.3K ﹤0.01% 992
2026
Q1 		$764K Buy
5,693
+95
+2% +$12.7K ﹤0.01% 1019
2025
Q4 		$697K Sell
5,598
-375
-6% -$44.3K ﹤0.01% 1086
2025
Q3 		$759K Buy
5,973
+597
+11% +$71.4K ﹤0.01% 928
2025
Q2 		$592K Buy
5,376
+158
+3% +$15.6K ﹤0.01% 922
2025
Q1 		$482K Sell
5,218
-36
-0.7% -$3.5K ﹤0.01% 865
2024
Q4 		$494K Sell
5,254
-44
-0.8% -$4.22K ﹤0.01% 807
2024
Q3 		$534K Buy
5,298
+410
+8% +$39.9K 0.01% 723
2024
Q2 		$435K Buy
4,888
+8
+0.2% +$695 0.01% 749
2024
Q1 		$433K Sell
4,880
-9,817
-67% -$823K 0.01% 737
2023
Q4 		$1.21M Buy
14,697
+9,776
+199% +$692K 0.02% 472
2023
Q3 		$313K Hold
4,921
– – 0.01% 678
2023
Q2 		$300K Buy
+4,921
New +$290K 0.01% 702

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

Sequoia Financial Advisors's BPOP Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Popular Inc (BPOP) stake by 1.3% in Q2 2026, selling an estimated $11.3K and leaving 5,618 shares worth $922K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Sequoia Financial Advisors first reported a position in BPOP in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2023. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Sequoia Financial Advisors held 5,618 shares of Popular Inc worth $922K as of Q2 2026.
  • Sequoia Financial Advisors sold 75 Popular Inc shares in Q2 2026, an estimated $11.3K.
  • Popular Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #992 holding.
  • Sequoia Financial Advisors first reported a position in Popular Inc in Q2 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Popular Inc position peaked at $1.21M in Q4 2023.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.