Wealth Enhancement Advisory Services
BPOP icon

Wealth Enhancement Advisory Services’s Popular Inc BPOP Stock Holding History

Wealth Enhancement Advisory Services’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 		$14.2M Buy
87,108
+54,478
+167% +$8.22M 0.02% 545
2026
Q1 		$4.07M Buy
32,630
+7,151
+28% +$959K 0.01% 995
2025
Q4 		$3.31M Sell
25,479
-6,919
-21% -$818K ﹤0.01% 1228
2025
Q3 		$4.06M Buy
32,398
+12,603
+64% +$1.51M 0.01% 1053
2025
Q2 		$2.26M Buy
19,795
+7,539
+62% +$745K ﹤0.01% 1297
2025
Q1 		$1.13M Buy
12,256
+6,281
+105% +$611K ﹤0.01% 1539
2024
Q4 		$562K Buy
5,975
+1,057
+21% +$101K ﹤0.01% 1905
2024
Q3 		$493K Buy
4,918
+1,103
+29% +$107K ﹤0.01% 1842
2024
Q2 		$337K Buy
3,815
+692
+22% +$60.1K ﹤0.01% 1898
2024
Q1 		$275K Buy
3,123
+185
+6% +$15.5K ﹤0.01% 1977
2023
Q4 		$241K Buy
+2,938
New +$208K ﹤0.01% 1983

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

Wealth Enhancement Advisory Services's BPOP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Popular Inc (BPOP) stake by 167% in Q2 2026, buying an estimated $8.22M and bringing the position to 87,108 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #545.

Wealth Enhancement Advisory Services first reported a position in BPOP in Q4 2023 and has held it in 11 quarters since. 474 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 87,108 shares of Popular Inc worth $14.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 54,478 Popular Inc shares in Q2 2026, an estimated $8.22M.
  • Popular Inc made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #545 holding.
  • Wealth Enhancement Advisory Services first reported a position in Popular Inc in Q4 2023 and has held it in 11 quarters since.
  • 474 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.