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

Wealth Enhancement Trust 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 		$6.4K Buy
39
+37
+1,850% +$5.58K ﹤0.01% 804
2026
Q1 		$268 Hold
2
– – ﹤0.01% 762
2025
Q4 		$249 Buy
+2
New +$236 ﹤0.01% 713

Other funds holding BPOP

VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Popular Inc (BPOP) stake by 1,850% in Q2 2026, buying an estimated $5.58K and bringing the position to 39 shares worth $6.4K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Wealth Enhancement Trust Services first reported a position in BPOP in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Wealth Enhancement Trust Services held 39 shares of Popular Inc worth $6.4K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 37 Popular Inc shares in Q2 2026, an estimated $5.58K.
  • Popular Inc made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #804 holding.
  • Wealth Enhancement Trust Services first reported a position in Popular Inc in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

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