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Popular shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Popular

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

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Quarterly reported holdings in Popular by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $449k 3.5k 127.01
2025-06-30 $390k 3.5k 110.33
2025-03-31 $308k 3.3k 92.44
2022-12-31 $324k 4.8k 66.94
2022-09-30 $375k 5.2k 72.63
2022-06-30 $387k 5.0k 77.56
2022-03-31 $396k 4.8k 82.28

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Emgrg (OAEM)
Unified Ser Tr Oneascent Small (OASC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Strategy Eventide High Di (ELCV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Victory Portfolios Ii Shares Free Cash (VFLO)
Ssga Active Tr Spdr Blackstone (HYBL)
Ishares Tr Expanded Tech (IGV)
Vaneck Etf Trust Clo Etf (CLOI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Southern Company (SO)
Ea Series Trust Tbg Dividend Foc (TBG)

View all positions for OneAscent 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