James T. Borello RIA
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James T. Borello RIA’s Popular Inc BPOP Stock Holding History

James T. Borello RIA’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
Q3 		$20.7K Sell
133
-2
-1% -$338 ﹤0.01% 415
2026
Q2 		$22.2K Hold
135
– – ﹤0.01% 390
2026
Q1 		$18.1K Hold
135
– – ﹤0.01% 395
2025
Q4 		$16.8K Buy
+135
New +$16K ﹤0.01% 304

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Copeland Capital Management
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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Monument Capital Management
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

James T. Borello RIA's BPOP Position: Q3 2026 in Review

James T. Borello RIA reduced its Popular Inc (BPOP) stake by 1.5% in Q3 2026, selling an estimated $338 and leaving 133 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

James T. Borello RIA first reported a position in BPOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q2 2026. 90 funds tracked by Wall St. Rank hold BPOP as of Q3 2026.

  • James T. Borello RIA held 133 shares of Popular Inc worth $20.7K as of Q3 2026.
  • James T. Borello RIA sold 2 Popular Inc shares in Q3 2026, an estimated $338.
  • Popular Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #415 holding.
  • James T. Borello RIA first reported a position in Popular Inc in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's Popular Inc position peaked at $22.2K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Popular Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.