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Williamson Legacy Group’s Popular Inc BPOP Stock Holding History

Williamson Legacy Group’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
Q4 		– Sell
-5,413
Closed -$688K – 96
2025
Q3 		$688K Buy
+5,413
New +$647K 0.53% 79
2025
Q2 		– Sell
-8,665
Closed -$800K – 111
2025
Q1 		$800K Buy
8,665
+1,109
+15% +$108K 0.76% 69
2024
Q4 		$711K Sell
7,556
-495
-6% -$47.5K 0.47% 72
2024
Q3 		$807K Buy
+8,051
New +$784K 0.54% 65

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Williamson Legacy Group's BPOP Position: Q4 2025 in Review

Williamson Legacy Group sold out of Popular Inc (BPOP) in Q4 2025, closing a stake of 5,413 shares — an estimated $688K sold.

Williamson Legacy Group first reported a position in BPOP in Q3 2024 and held it in 4 quarters. The position peaked at $807K in Q3 2024. 426 funds tracked by Wall St. Rank hold BPOP as of Q4 2025.

  • Williamson Legacy Group reported no remaining Popular Inc position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 5,413 Popular Inc shares in Q4 2025, an estimated $688K.
  • Williamson Legacy Group first reported a position in Popular Inc in Q3 2024 and held it in 4 quarters.
  • Williamson Legacy Group's Popular Inc position peaked at $807K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Popular Inc as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.