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Popular shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Popular (BPOP) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Popular

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All positions including Popular held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.9k 48 164.19

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Popular

Vanguard Portfolio Management
T. Rowe Price Associates
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
AQR Capital Management
FMR
State Street Corporation
Geode Capital Management
Massachusetts Financial Services
LSV Asset Management
Ameriprise Financial
Wellington Management Company
Citadel Advisors
Jacobs Levy Equity Management

View all funds holding Popular