Planning Strategies Inc.’s Popular Inc BPOP Stock Holding History

Planning Strategies Inc.’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	$2.46K	Buy	+15	New	+$2.26K	﹤0.01%	545

Other funds holding BPOP

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MPMG

Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

IWS

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Planning Strategies Inc.'s BPOP Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Popular Inc (BPOP) in Q2 2026: 15 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

115 funds tracked by Wall St. Rank hold BPOP as of Q2 2026.

Planning Strategies Inc. held 15 shares of Popular Inc worth $2.46K as of Q2 2026.
Popular Inc was a new Planning Strategies Inc. position in Q2 2026.
Popular Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #545 holding.
115 funds tracked by Wall St. Rank held Popular Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.