Wedmont Private Capital’s Popular Inc BPOP Stock Holding History

Wedmont Private Capital’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	$716K	Buy	4,199 +51	+1%	+$7.69K	0.02%	444
2026 Q1	$603K	Buy	4,148 +717	+21%	+$96.1K	0.02%	435
2025 Q4	$443K	Sell	3,431 -34	-1%	-$4.02K	0.02%	526
2025 Q3	$434K	Buy	3,465 +434	+14%	+$51.9K	0.02%	502
2025 Q2	$346K	Sell	3,031 -26	-0.9%	-$2.57K	0.01%	529
2025 Q1	$251K	Sell	3,057 -373	-11%	-$36.3K	0.01%	567
2024 Q4	$317K	Buy	3,430 +458	+15%	+$44K	0.02%	523
2024 Q3	$287K	Sell	2,972 -15	-0.5%	-$1.46K	0.02%	525
2024 Q2	$278K	Buy	2,987 +258	+9%	+$22.4K	0.02%	520
2024 Q1	$237K	Buy	2,729 +171	+7%	+$14.3K	0.02%	514
2023 Q4	$211K	Buy	+2,558	New	+$181K	0.02%	520

Other funds holding BPOP

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return