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Summit Global Investments’s Popular Inc BPOP Stock Holding History

Summit Global Investments’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 		$1.49M Sell
9,044
-405
-4% -$61.1K 0.08% 124
2026
Q1 		$1.27M Sell
9,449
-246
-3% -$33K 0.07% 141
2025
Q4 		$1.21M Sell
9,695
-1,070
-10% -$126K 0.07% 159
2025
Q3 		$1.37M Hold
10,765
– – 0.08% 129
2025
Q2 		$1.19M Sell
10,765
-7,458
-41% -$737K 0.07% 161
2025
Q1 		$1.68M Buy
18,223
+3,904
+27% +$380K 0.12% 103
2024
Q4 		$1.35M Sell
14,319
-6,656
-32% -$639K 0.08% 168
2024
Q3 		$2.1M Buy
+20,975
New +$2.04M 0.13% 130
2024
Q2 		– Sell
-2,606
Closed -$230K – 506
2024
Q1 		$230K Buy
+2,606
New +$218K 0.02% 463
2019
Q1 		– Sell
-103,200
Closed -$4.87M – 279
2018
Q4 		$4.87M Buy
+103,200
New +$5.32M 0.75% 42

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

Summit Global Investments's BPOP Position: Q2 2026 in Review

Summit Global Investments reduced its Popular Inc (BPOP) stake by 4.3% in Q2 2026, selling an estimated $61.1K and leaving 9,044 shares worth $1.49M. The position accounts for 0.08% of the portfolio, ranked #124.

Summit Global Investments first reported a position in BPOP in Q4 2018 and has held it in 10 quarters since. The position peaked at $4.87M in Q4 2018. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Summit Global Investments held 9,044 shares of Popular Inc worth $1.49M as of Q2 2026.
  • Summit Global Investments sold 405 Popular Inc shares in Q2 2026, an estimated $61.1K.
  • Popular Inc made up 0.08% of Summit Global Investments's portfolio in Q2 2026, its #124 holding.
  • Summit Global Investments first reported a position in Popular Inc in Q4 2018 and has held it in 10 quarters since.
  • Summit Global Investments's Popular Inc position peaked at $4.87M in Q4 2018.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.