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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
Q2 		$467K Buy
2,844
+385
+16% +$58.1K ﹤0.01% 1209
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

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 $3.38T AUM 44.17% 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

Waverly Advisors's BPOP Position: Q2 2026 in Review

Waverly Advisors increased its Popular Inc (BPOP) stake by 16% in Q2 2026, buying an estimated $58.1K and bringing the position to 2,844 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Waverly Advisors first reported a position in BPOP in Q3 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Waverly Advisors held 2,844 shares of Popular Inc worth $467K as of Q2 2026.
  • Waverly Advisors bought 385 Popular Inc shares in Q2 2026, an estimated $58.1K.
  • Popular Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1209 holding.
  • Waverly Advisors first reported a position in Popular Inc in Q3 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.