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Twin Peaks Wealth Advisors’s Popular Inc BPOP Stock Holding History

Twin Peaks Wealth 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 		– Sell
-4
Closed -$537 – 498
2026
Q1 		$537 Buy
+4
New +$536 ﹤0.01% 2018
2025
Q3 		– Sell
-2
Closed -$235 – 431
2025
Q2 		$235 Buy
+2
New +$198 ﹤0.01% 2021

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

Twin Peaks Wealth Advisors's BPOP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Popular Inc (BPOP) in Q2 2026, closing a stake of 4 shares — an estimated $537 sold.

Twin Peaks Wealth Advisors first reported a position in BPOP in Q2 2025 and held it in 2 quarters. The position peaked at $537 in Q1 2026. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Popular Inc position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 4 Popular Inc shares in Q2 2026, an estimated $537.
  • Twin Peaks Wealth Advisors first reported a position in Popular Inc in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Popular Inc position peaked at $537 in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.