VWM
BPOP icon

Venturi Wealth Management’s Popular Inc BPOP Stock Holding History

Venturi Wealth Management’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 		$462K Sell
2,812
-19
-0.7% -$2.87K 0.02% 396
2026
Q1 		$380K Buy
2,831
+240
+9% +$32.2K 0.02% 414
2025
Q4 		$323K Hold
2,591
– – 0.01% 450
2025
Q3 		$329K Sell
2,591
-250
-9% -$29.9K 0.02% 424
2025
Q2 		$313K Sell
2,841
-6
-0.2% -$593 0.02% 412
2025
Q1 		$263K Buy
2,847
+116
+4% +$11.3K 0.01% 472
2024
Q4 		$257K Buy
2,731
+2,597
+1,938% +$249K 0.01% 488
2024
Q3 		$13.4K Hold
134
– – ﹤0.01% 1128
2024
Q2 		$11.9K Buy
134
+33
+33% +$2.87K ﹤0.01% 1066
2024
Q1 		$8.9K Buy
101
+3
+3% +$252 ﹤0.01% 957
2023
Q4 		$8.04K Buy
98
+37
+61% +$2.62K ﹤0.01% 925
2023
Q3 		$3.84K Buy
+61
New +$4.03K ﹤0.01% 1046

Other funds holding BPOP

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Venturi Wealth Management's BPOP Position: Q2 2026 in Review

Venturi Wealth Management reduced its Popular Inc (BPOP) stake by 0.67% in Q2 2026, selling an estimated $2.87K and leaving 2,812 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #396.

Venturi Wealth Management first reported a position in BPOP in Q3 2023 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Venturi Wealth Management held 2,812 shares of Popular Inc worth $462K as of Q2 2026.
  • Venturi Wealth Management sold 19 Popular Inc shares in Q2 2026, an estimated $2.87K.
  • Popular Inc made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Venturi Wealth Management first reported a position in Popular Inc in Q3 2023 and has held it in 12 quarters since.
  • 63 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.