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Sowell Financial Services’s Popular Inc BPOP Stock Holding History

Sowell Financial Services’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 		$212K Sell
1,294
-246
-16% -$37.1K 0.01% 1051
2026
Q1 		$207K Buy
+1,540
New +$206K 0.01% 1040
2021
Q2 		– Sell
-3,264
Closed -$258K – 816
2021
Q1 		$258K Buy
3,264
+597
+22% +$38.6K 0.01% 909
2020
Q4 		$150K Buy
2,667
+2,072
+348% +$98.3K 0.01% 975
2020
Q3 		$22K Buy
595
+574
+2,733% +$21.3K ﹤0.01% 1514
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2253
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2200
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2300
2019
Q3 		$1K Buy
+21
New +$1.14K ﹤0.01% 2198

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

Sowell Financial Services's BPOP Position: Q2 2026 in Review

Sowell Financial Services reduced its Popular Inc (BPOP) stake by 16% in Q2 2026, selling an estimated $37.1K and leaving 1,294 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #1051.

Sowell Financial Services first reported a position in BPOP in Q3 2019 and has held it in 9 quarters since. The position peaked at $258K in Q1 2021. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Sowell Financial Services held 1,294 shares of Popular Inc worth $212K as of Q2 2026.
  • Sowell Financial Services sold 246 Popular Inc shares in Q2 2026, an estimated $37.1K.
  • Popular Inc made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1051 holding.
  • Sowell Financial Services first reported a position in Popular Inc in Q3 2019 and has held it in 9 quarters since.
  • Sowell Financial Services's Popular Inc position peaked at $258K in Q1 2021.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.