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Waverly Advisors’s Popular Inc BPOP Stock Holding History

Waverly 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 		$330K Sell
2,459
-40
-2% -$5.36K ﹤0.01% 1258
2025
Q4 		$311K Sell
2,499
-333
-12% -$39.4K ﹤0.01% 1185
2025
Q3 		$360K Buy
+2,832
New +$339K ﹤0.01% 972

Other funds holding BPOP

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waverly Advisors's BPOP Position: Q1 2026 in Review

Waverly Advisors reduced its Popular Inc (BPOP) stake by 1.6% in Q1 2026, selling an estimated $5.36K and leaving 2,459 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Waverly Advisors first reported a position in BPOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q3 2025. 443 funds tracked by Wall St. Rank hold BPOP as of Q1 2026.

  • Waverly Advisors held 2,459 shares of Popular Inc worth $330K as of Q1 2026.
  • Waverly Advisors sold 40 Popular Inc shares in Q1 2026, an estimated $5.36K.
  • Popular Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1258 holding.
  • Waverly Advisors first reported a position in Popular Inc in Q3 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Popular Inc position peaked at $360K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Popular Inc as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.