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U.S. Capital Wealth Advisors’s Popular Inc BPOP Stock Holding History

U.S. Capital 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
Q1 		$325K Sell
2,421
-62
-2% -$8.31K 0.01% 798
2025
Q4 		$309K Sell
2,483
-16
-0.6% -$1.89K 0.01% 794
2025
Q3 		$317K Sell
2,499
-100
-4% -$12K 0.01% 757
2025
Q2 		$286K Sell
2,599
-100
-4% -$9.88K 0.01% 729
2025
Q1 		$249K Buy
2,699
+7
+0.3% +$681 0.01% 749
2024
Q4 		$253K Sell
2,692
-1,922
-42% -$184K 0.01% 721
2024
Q3 		$463K Sell
4,614
-941
-17% -$91.7K 0.02% 491
2024
Q2 		$491K Sell
5,555
-1,416
-20% -$123K 0.02% 462
2024
Q1 		$614K Sell
6,971
-5,230
-43% -$438K 0.02% 425
2023
Q4 		$1M Sell
12,201
-1,997
-14% -$141K 0.04% 331
2023
Q3 		$895K Sell
14,198
-1,064
-7% -$70.4K 0.04% 331
2023
Q2 		$924K Sell
15,262
-1,812
-11% -$107K 0.04% 342
2023
Q1 		$980K Sell
17,074
-725
-4% -$47.2K 0.05% 302
2022
Q4 		$1.18M Sell
17,799
-2,548
-13% -$177K 0.05% 302
2022
Q3 		$1.47M Sell
20,347
-2,741
-12% -$213K 0.07% 254
2022
Q2 		$1.78M Sell
23,088
-270
-1% -$21.5K 0.08% 234
2022
Q1 		$1.91M Sell
23,358
-1,642
-7% -$145K 0.07% 260
2021
Q4 		$2.05M Sell
25,000
-32
-0.1% -$2.6K 0.08% 251
2021
Q3 		$1.94M Buy
+25,032
New +$1.86M 0.08% 251

Other funds holding BPOP

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
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
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

U.S. Capital Wealth Advisors's BPOP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Popular Inc (BPOP) stake by 2.5% in Q1 2026, selling an estimated $8.31K and leaving 2,421 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #798.

U.S. Capital Wealth Advisors first reported a position in BPOP in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q4 2021. 447 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • U.S. Capital Wealth Advisors held 2,421 shares of Popular Inc worth $325K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 62 Popular Inc shares in Q1 2026, an estimated $8.31K.
  • Popular Inc made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #798 holding.
  • U.S. Capital Wealth Advisors first reported a position in Popular Inc in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Popular Inc position peaked at $2.05M in Q4 2021.
  • 447 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.