VWA
BPOP icon

Valued Wealth Advisors’s Popular Inc BPOP Stock Holding History

Valued 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 		$664 Buy
4
+3
+300% +$453 ﹤0.01% 825
2026
Q1 		$135 Hold
1
– – ﹤0.01% 724
2025
Q4 		$126 Hold
1
– – ﹤0.01% 611
2025
Q3 		$128 Hold
1
– – ﹤0.01% 596
2025
Q2 		$111 Hold
1
– – ﹤0.01% 604
2025
Q1 		$94 Hold
1
– – ﹤0.01% 643
2024
Q4 		$95 Hold
1
– – ﹤0.01% 634
2024
Q3 		$101 Hold
1
– – ﹤0.01% 628
2024
Q2 		$90 Hold
1
– – ﹤0.01% 600
2024
Q1 		$89 Buy
+1
New +$84 ﹤0.01% 595

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 40.89% 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

Valued Wealth Advisors's BPOP Position: Q2 2026 in Review

Valued Wealth Advisors increased its Popular Inc (BPOP) stake by 300% in Q2 2026, buying an estimated $453 and bringing the position to 4 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Valued Wealth Advisors first reported a position in BPOP in Q1 2024 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Valued Wealth Advisors held 4 shares of Popular Inc worth $664 as of Q2 2026.
  • Valued Wealth Advisors bought 3 Popular Inc shares in Q2 2026, an estimated $453.
  • Popular Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #825 holding.
  • Valued Wealth Advisors first reported a position in Popular Inc in Q1 2024 and has held it in 10 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.