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Summit Trail Advisors’s Popular Inc BPOP Stock Holding History

Summit Trail Advisors’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 		$2.61M Buy
15,877
+3,375
+27% +$509K 0.03% 432
2026
Q1 		$1.68M Sell
12,502
-4,967
-28% -$666K 0.02% 656
2025
Q4 		$2.18M Buy
17,469
+4,300
+33% +$508K 0.04% 357
2025
Q3 		$1.68M Buy
13,169
+10,188
+342% +$1.22M 0.02% 540
2025
Q2 		$333K Buy
+2,981
New +$294K 0.01% 883
2018
Q1 		– Sell
-453
Closed -$19K – 590
2017
Q4 		$19K Buy
+453
New +$15.7K ﹤0.01% 1052

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 40.89% 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 Trail Advisors's BPOP Position: Q2 2026 in Review

Summit Trail Advisors increased its Popular Inc (BPOP) stake by 27% in Q2 2026, buying an estimated $509K and bringing the position to 15,877 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #432.

Summit Trail Advisors first reported a position in BPOP in Q4 2017 and has held it in 6 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Summit Trail Advisors held 15,877 shares of Popular Inc worth $2.61M as of Q2 2026.
  • Summit Trail Advisors bought 3,375 Popular Inc shares in Q2 2026, an estimated $509K.
  • Popular Inc made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #432 holding.
  • Summit Trail Advisors first reported a position in Popular Inc in Q4 2017 and has held it in 6 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.