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Popular shares owned by Essential Partners

Quarter-by-quarter ownership of Popular (BPOP) shares owned by Essential Partners from 13F filings

Historical chart of Essential Partners investment in Popular

Tip: Access up to 7 years of quarterly data

All positions including Popular held by Essential Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by Essential Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $186k 1.1k 164.18
2026-03-31 $436k 3.2k 134.17
2025-12-31 $434k 3.5k 124.52
2025-09-30 $557k 4.4k 127.01
2025-06-30 $340k 3.1k 110.21

More positions owned by Essential Partners

Sprott Gold Convert to Physical Cef (PHYS)
Vanguard Short-Term USTS Etf (VGSH)
iShares S&P 500 Etf (IVV)
Schwab Fundamental Int'l Broad Etf (FNDF)
Schwab Fundamental U.S. Broad Etf (FNDB)
iShares 0-3 Month T-Bills ETF Etf (SGOV)
iShares Core MSCI Emerging Markets Etf (IEMG)
iShares MSCI Emerging Markets Ex-China Etf (EMXC)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
GMO US Value Etf (GMOV)
Micron Technology Stock (MU)
Comfort Sys Usa Stock (FIX)
Energy ETF Etf (XLE)
Schwab International Etf (SCHF)

View all positions for Essential Partners

Top funds holding Popular

Vanguard Portfolio Management
T. Rowe Price Associates
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
AQR Capital Management
State Street Corporation
Citadel Advisors
Geode Capital Management
Massachusetts Financial Services
LSV Asset Management
FMR
Ameriprise Financial
Thomas Stevens, CFA"
Wellington Management Company

View all funds holding Popular