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Strategic Family Wealth Counselors’s Popular Inc BPOP Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		– Sell
-3,281
Closed -$410K – 173
2025
Q4 		$410K Buy
+3,281
New +$388K 0.09% 136

Other funds holding BPOP

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Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Strategic Family Wealth Counselors's BPOP Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of Popular Inc (BPOP) in Q1 2026, closing a stake of 3,281 shares — an estimated $410K sold.

Strategic Family Wealth Counselors first reported a position in BPOP in Q4 2025 and held it in 1 quarter. The position peaked at $410K in Q4 2025. 447 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Strategic Family Wealth Counselors reported no remaining Popular Inc position as of Q1 2026 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,281 Popular Inc shares in Q1 2026, an estimated $410K.
  • Strategic Family Wealth Counselors first reported a position in Popular Inc in Q4 2025 and held it in 1 quarter.
  • Strategic Family Wealth Counselors's Popular Inc position peaked at $410K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.