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Popular shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Popular (BPOP) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Popular

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All positions including Popular held by waypoint wealth counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $408k 3.2k 127.01

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Coca-Cola Company (KO)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)

View all positions for waypoint wealth counsel

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