Position in BPOP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,031,344
+$531,047 QoQ
Shares Held
44,953
+1.8% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4.317843080550798.ToString("F0")%
Shared 0.ToString("F0")%
None 95.6821569194492.ToString("F0")%
Common Shares in BPOP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $208,703,709 across 284 Banks - Regional names. BPOP ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
This page
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in BPOP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,031,344 | 44,953 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,500,297 | 44,172 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,259,714 | 65,032 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,082,794 | 27,972 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,446,144 | 15,656 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $469,171 | 4,988 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $504,959 | 5,036 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $224,789 | 2,542 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $155,831 | 1,769 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $54,822 | 668 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $36,545 | 580 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $36,675 | 606 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $22,964 | 400 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,632 | 100 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $20,609 | 286 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $27,848 | 362 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $14,631 | 179 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,993 | 134 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $8,480 | 113 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $7,946 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $6,364 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $4,098 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $4,200 | 113 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $3,955 | 113 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||