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United Capital Financial Advisors’s Popular Inc BPOP Stock Holding History

United Capital Financial 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 		$621K Sell
3,785
-423
-10% -$63.8K ﹤0.01% 1008
2026
Q1 		$565K Buy
4,208
+48
+1% +$6.44K ﹤0.01% 1005
2025
Q4 		$518K Sell
4,160
-972
-19% -$115K ﹤0.01% 946
2025
Q3 		$652K Buy
+5,132
New +$614K ﹤0.01% 784
2016
Q1 		– Sell
-21,506
Closed -$609K – 1222
2015
Q4 		$609K Sell
21,506
-19,445
-47% -$575K 0.01% 840
2015
Q3 		$1.24M Buy
40,951
+23
+0.1% +$688 0.01% 634
2015
Q2 		$1.18M Sell
40,928
-990
-2% -$33.3K 0.01% 695
2015
Q1 		$1.36M Buy
41,918
+1,532
+4% +$50.7K 0.02% 662
2014
Q4 		$1.38M Sell
40,386
-4,270
-10% -$134K 0.02% 564
2014
Q3 		$1.31M Buy
44,656
+2,977
+7% +$95K 0.02% 542
2014
Q2 		$1.43M Buy
+41,679
New +$1.29M 0.03% 479

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

United Capital Financial Advisors's BPOP Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Popular Inc (BPOP) stake by 10% in Q2 2026, selling an estimated $63.8K and leaving 3,785 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

United Capital Financial Advisors first reported a position in BPOP in Q2 2014 and has held it in 11 quarters since. The position peaked at $1.43M in Q2 2014. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • United Capital Financial Advisors held 3,785 shares of Popular Inc worth $621K as of Q2 2026.
  • United Capital Financial Advisors sold 423 Popular Inc shares in Q2 2026, an estimated $63.8K.
  • Popular Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1008 holding.
  • United Capital Financial Advisors first reported a position in Popular Inc in Q2 2014 and has held it in 11 quarters since.
  • United Capital Financial Advisors's Popular Inc position peaked at $1.43M in Q2 2014.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.