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Popular shares owned by Baron Wealth Management

Quarter-by-quarter ownership of Popular (BPOP) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management investment in Popular

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All positions including Popular held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $457k 3.6k 127.01
2025-06-30 $387k 3.5k 110.21
2025-03-31 $203k 2.2k 92.37
2024-12-31 $207k 2.2k 94.06
2024-09-30 $227k 2.3k 100.27

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding Popular

Vanguard Group
BlackRock
Dimensional Fund Advisors
AQR Capital Management
FMR
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Wellington Management Company
T. Rowe Price Investment Management
Frontier Capital Management
LSV Asset Management
American Century Companies
Polaris Capital Management
Ameriprise Financial

View all funds holding Popular