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True Wealth Design’s Popular Inc BPOP Stock Holding History

True Wealth Design’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 		$60.4K Buy
368
+24
+7% +$3.62K 0.01% 419
2026
Q1 		$46.2K Buy
344
+32
+10% +$4.29K 0.01% 426
2025
Q4 		$38.9K Sell
312
-40
-11% -$4.73K 0.01% 408
2025
Q3 		$44.7K Buy
352
+255
+263% +$30.5K 0.01% 350
2025
Q2 		$10.7K Buy
97
+8
+9% +$790 ﹤0.01% 554
2025
Q1 		$8.22K Buy
89
+67
+305% +$6.52K ﹤0.01% 535
2024
Q4 		$2.07K Sell
22
-66
-75% -$6.33K ﹤0.01% 723
2024
Q3 		$8.82K Buy
+88
New +$8.57K ﹤0.01% 447
2023
Q4 		– Sell
-12,586
Closed -$793K – 785
2023
Q3 		$793K Buy
+12,586
New +$832K 0.27% 53

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

True Wealth Design's BPOP Position: Q2 2026 in Review

True Wealth Design increased its Popular Inc (BPOP) stake by 7% in Q2 2026, buying an estimated $3.62K and bringing the position to 368 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #419.

True Wealth Design first reported a position in BPOP in Q3 2023 and has held it in 9 quarters since. The position peaked at $793K in Q3 2023. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • True Wealth Design held 368 shares of Popular Inc worth $60.4K as of Q2 2026.
  • True Wealth Design bought 24 Popular Inc shares in Q2 2026, an estimated $3.62K.
  • Popular Inc made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #419 holding.
  • True Wealth Design first reported a position in Popular Inc in Q3 2023 and has held it in 9 quarters since.
  • True Wealth Design's Popular Inc position peaked at $793K in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.