Spire Wealth Management
BPOP icon

Spire Wealth Management’s Popular Inc BPOP Stock Holding History

Spire Wealth 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
Q3 		$15.5K Hold
100
– – ﹤0.01% 1464
2026
Q2 		$16.4K Buy
+100
New +$15.1K ﹤0.01% 1500
2022
Q4 		– Sell
-17,701
Closed -$1.28M – 2315
2022
Q3 		$1.28M Sell
17,701
-560
-3% -$43.5K 0.08% 177
2022
Q2 		$1.4M Buy
18,261
+17,842
+4,258% +$1.42M 0.06% 263
2022
Q1 		$34K Sell
419
-17,012
-98% -$1.5M ﹤0.01% 1602
2021
Q4 		$1.43M Buy
17,431
+17,401
+58,003% +$1.41M 0.03% 373
2021
Q3 		$2K Buy
+30
New +$2.23K ﹤0.01% 2449
2021
Q2 		– Sell
-12,997
Closed -$927K – 2626
2021
Q1 		$927K Buy
+12,997
New +$841K 0.02% 469

Other funds holding BPOP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Spire Wealth Management's BPOP Position: Q3 2026 in Review

Spire Wealth Management held its Popular Inc (BPOP) position steady in Q3 2026 at 100 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Spire Wealth Management first reported a position in BPOP in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2021. 353 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • Spire Wealth Management held 100 shares of Popular Inc worth $15.5K as of Q3 2026.
  • Spire Wealth Management left its Popular Inc share count unchanged in Q3 2026.
  • Popular Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1464 holding.
  • Spire Wealth Management first reported a position in Popular Inc in Q1 2021 and has held it in 8 quarters since.
  • Spire Wealth Management's Popular Inc position peaked at $1.43M in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.