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Tortoise Investment Management’s Popular Inc BPOP Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-4
Closed -$508 – 391
2025
Q3 		$508 Buy
4
+3
+300% +$359 ﹤0.01% 1172
2025
Q2 		$110 Buy
+1
New +$99 ﹤0.01% 1252

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tortoise Investment Management's BPOP Position: Q4 2025 in Review

Tortoise Investment Management sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 4 shares — an estimated $508 sold.

Tortoise Investment Management first reported a position in BPOP in Q2 2025 and held it in 2 quarters. The position peaked at $508 in Q3 2025. 427 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

  • Tortoise Investment Management reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Popular Inc shares in Q4 2025, an estimated $508.
  • Tortoise Investment Management first reported a position in Popular Inc in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Popular Inc position peaked at $508 in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.