WCM
BPOP icon

WealthTrak Capital Management’s Popular Inc BPOP Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-5
Closed -$552 – 187
2025
Q2 		$552 Hold
5
– – ﹤0.01% 635
2025
Q1 		$462 Buy
+5
New +$487 ﹤0.01% 671

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthTrak Capital Management's BPOP Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Popular Inc (BPOP) in Q3 2025, closing a stake of 5 shares — an estimated $552 sold.

WealthTrak Capital Management first reported a position in BPOP in Q1 2025 and held it in 2 quarters. The position peaked at $552 in Q2 2025. 418 funds tracked by Wall St. Rank hold BPOP as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Popular Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Popular Inc shares in Q3 2025, an estimated $552.
  • WealthTrak Capital Management first reported a position in Popular Inc in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Popular Inc position peaked at $552 in Q2 2025.
  • 418 funds tracked by Wall St. Rank held Popular Inc as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.