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Waypoint Wealth Counsel’s Popular Inc BPOP Stock Holding History

Waypoint Wealth Counsel’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 		$206K Sell
1,253
-875
-41% -$132K 0.13% 140
2026
Q1 		$286K Sell
2,128
-83
-4% -$11.1K 0.15% 151
2025
Q4 		$275K Sell
2,211
-1,003
-31% -$119K 0.1% 202
2025
Q3 		$408K Buy
+3,214
New +$384K 0.16% 125

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

Waypoint Wealth Counsel's BPOP Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its Popular Inc (BPOP) stake by 41% in Q2 2026, selling an estimated $132K and leaving 1,253 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #140.

Waypoint Wealth Counsel first reported a position in BPOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $408K in Q3 2025. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Waypoint Wealth Counsel held 1,253 shares of Popular Inc worth $206K as of Q2 2026.
  • Waypoint Wealth Counsel sold 875 Popular Inc shares in Q2 2026, an estimated $132K.
  • Popular Inc made up 0.13% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #140 holding.
  • Waypoint Wealth Counsel first reported a position in Popular Inc in Q3 2025 and has held it in 4 quarters since.
  • Waypoint Wealth Counsel's Popular Inc position peaked at $408K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.