Steward Partners Investment Advisory’s Popular Inc BPOP Stock Holding History

Steward Partners Investment Advisory’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	$8.37K	Buy	+51	New	+$7.69K	﹤0.01%	3801
2025 Q2	–	Sell	-24	Closed	-$2.22K	–	4138
2025 Q1	$2.22K	Hold	24	–	–	﹤0.01%	3621
2024 Q4	$2.26K	Sell	24 -96	-80%	-$9.21K	﹤0.01%	3606
2024 Q3	$12K	Sell	120 -240	-67%	-$23.4K	﹤0.01%	2875
2024 Q2	$31.8K	Buy	+360	New	+$31.3K	﹤0.01%	2313
2023 Q4	–	Sell	-590	Closed	-$37.2K	–	3495
2023 Q3	$37.2K	Buy	+590	New	+$39K	﹤0.01%	2043
2022 Q3	–	Sell	-11	Closed	-$1K	–	3235
2022 Q2	$1K	Buy	+11	New	+$875	﹤0.01%	3087
2021 Q2	–	Sell	-300	Closed	-$21.1K	–	7124
2021 Q1	$21.1K	Buy	+300	New	+$19.4K	﹤0.01%	2451
2020 Q1	–	Sell	-50	Closed	-$2K	–	2499
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	2410
2019 Q3	$2K	Buy	+50	New	+$2.71K	﹤0.01%	2409

Other funds holding BPOP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Steward Partners Investment Advisory's BPOP Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Popular Inc (BPOP) in Q2 2026: 51 shares worth $8.37K. The stake represents ﹤0.01% of the portfolio and ranks #3801 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in BPOP as recently as Q1 2025.

Steward Partners Investment Advisory first reported a position in BPOP in Q3 2019 and has held it in 10 quarters since. The position peaked at $37.2K in Q3 2023. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

Steward Partners Investment Advisory held 51 shares of Popular Inc worth $8.37K as of Q2 2026.
Popular Inc was a new Steward Partners Investment Advisory position in Q2 2026.
Popular Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3801 holding.
Steward Partners Investment Advisory first reported a position in Popular Inc in Q3 2019 and has held it in 10 quarters since.
Steward Partners Investment Advisory's Popular Inc position peaked at $37.2K in Q3 2023.
475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.