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Whipplewood Advisors’s Popular Inc BPOP Stock Holding History

Whipplewood Advisors’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 		$1.31K Sell
8
-72
-90% -$10.9K ﹤0.01% 500
2026
Q1 		$10.7K Buy
+80
New +$10.7K 0.01% 473
2025
Q3 		– Sell
-80
Closed -$8.82K – 409
2025
Q2 		$8.82K Buy
80
+37
+86% +$3.65K ﹤0.01% 590
2025
Q1 		$7.39K Sell
43
-37
-46% -$3.6K ﹤0.01% 619
2024
Q4 		$7.53K Buy
+80
New +$7.68K ﹤0.01% 609

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

Whipplewood Advisors's BPOP Position: Q2 2026 in Review

Whipplewood Advisors reduced its Popular Inc (BPOP) stake by 90% in Q2 2026, selling an estimated $10.9K and leaving 8 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Whipplewood Advisors first reported a position in BPOP in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.7K in Q1 2026. 471 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

  • Whipplewood Advisors held 8 shares of Popular Inc worth $1.31K as of Q2 2026.
  • Whipplewood Advisors sold 72 Popular Inc shares in Q2 2026, an estimated $10.9K.
  • Popular Inc made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #500 holding.
  • Whipplewood Advisors first reported a position in Popular Inc in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Popular Inc position peaked at $10.7K in Q1 2026.
  • 471 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.