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Summit Securities Group’s Popular Inc BPOP Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-1
Closed -$94 – 821
2024
Q4 		$94 Buy
+1
New +$96 ﹤0.01% 576
2024
Q3 		– Sell
-1
Closed – – 599
2024
Q2 		$0 Buy
+1
New +$87 ﹤0.01% 590
2024
Q1 		– Sell
-1,699
Closed -$139K – 500
2023
Q4 		$139K Buy
+1,699
New +$120K 0.01% 292
2021
Q1 		– Sell
-6,700
Closed -$377K – 576
2020
Q4 		$377K Buy
+6,700
New +$318K 0.03% 414
2017
Q2 		– Sell
-18,115
Closed -$738K – 253
2017
Q1 		$738K Buy
18,115
+10,853
+149% +$468K 0.21% 100
2016
Q4 		$318K Buy
+7,262
New +$294K 0.07% 190

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Securities Group's BPOP Position: Q1 2025 in Review

Summit Securities Group sold out of Popular Inc (BPOP) in Q1 2025, closing a stake of 1 share — an estimated $94 sold.

Summit Securities Group first reported a position in BPOP in Q4 2016 and held it in 6 quarters. The position peaked at $738K in Q1 2017. 356 funds tracked by Wall St. Rank hold BPOP as of Q1 2025.

  • Summit Securities Group reported no remaining Popular Inc position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 1 Popular Inc share in Q1 2025, an estimated $94.
  • Summit Securities Group first reported a position in Popular Inc in Q4 2016 and held it in 6 quarters.
  • Summit Securities Group's Popular Inc position peaked at $738K in Q1 2017.
  • 356 funds tracked by Wall St. Rank held Popular Inc as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.