Position in BPOP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,484,843
+$217,071 QoQ
Shares Held
9,044
-4.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#210
of 472 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in BPOP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Summit Global Investments holds $15,141,915 across 21 Banks - Regional names. BPOP ranks #1 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
This page
|
9,044 | $1,484,843 | |
| 2 | OFG |
Ofg Bancorp
|
28,664 | $1,406,542 | |
| 3 | DB |
Deutsche Bank Aktiengesellschaft
|
41,545 | $1,402,559 | |
| 4 | BKU |
BankUnited, Inc.
|
24,535 | $1,188,720 | |
| 5 | HAFC |
Hanmi Financial Corp
|
34,577 | $1,120,294 | |
| 6 | KB |
KB Financial Group Inc.
|
10,576 | $1,110,056 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
12,850 | $1,016,435 | |
| 8 | PFS |
Provident Financial Services Inc
|
37,726 | $891,842 |
All Filings in BPOP
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,484,843 | 9,044 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,267,772 | 9,449 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,207,221 | 9,695 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,367,262 | 10,765 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,186,410 | 10,765 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,683,258 | 18,223 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $1,346,845 | 14,319 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,103,163 | 20,975 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $229,562 | 2,606 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||