Position in BPOP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,301,391
+$9,923,424 QoQ
Shares Held
87,108
+167.0% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2
of 30 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 3.3636405381824863.ToString("F0")%
Shared 0.ToString("F0")%
None 96.6363594618175.ToString("F0")%
Common Shares in BPOP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $416,678,715 across 152 Banks - Regional names. BPOP ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
291,021 | $71,655,190 | |
| 2 | USB |
US Bancorp De
|
582,496 | $35,182,758 | |
| 3 | TFC |
Truist Financial Corp
|
606,292 | $30,205,467 | |
| 4 | MTB |
M&T Bank Corp
|
84,778 | $20,178,011 | |
| 5 | BPOP |
Popular, Inc.
This page
|
87,108 | $14,301,391 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
198,819 | $13,931,247 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
737,223 | $13,070,963 | |
| 8 | EWBC |
East West Bancorp Inc
|
82,955 | $10,708,660 |
All Filings in BPOP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,301,391 | 87,108 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,377,967 | 32,630 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,172,645 | 25,479 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,114,869 | 32,398 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,181,606 | 19,795 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,132,086 | 12,256 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $562,008 | 5,975 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $493,127 | 4,918 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $337,360 | 3,815 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $275,105 | 3,123 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $241,121 | 2,938 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||