Position in BPOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,739,321
+$2,173,475 QoQ
Shares Held
59,321
+5.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#109
of 472 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BPOP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $113,537,310 across 67 Banks - Regional names. BPOP ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
165,556 | $9,999,582 | |
| 2 | BPOP |
Popular, Inc.
This page
|
59,321 | $9,739,321 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,745 | $8,308,693 | |
| 4 | NWG |
NatWest Group plc
|
435,479 | $7,677,494 | |
| 5 | LYG |
Lloyds Banking Group plc
|
1,095,240 | $6,385,249 | |
| 6 | KB |
KB Financial Group Inc.
|
55,107 | $5,784,030 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
164,407 | $5,550,380 | |
| 8 | SHG |
Shinhan Financial Group Co Ltd
|
86,477 | $5,469,670 |
All Filings in BPOP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,739,321 | 59,321 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,565,846 | 56,390 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,712,728 | 45,878 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,241,702 | 41,270 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,230,585 | 29,313 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,914,368 | 20,725 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,814,041 | 19,286 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,247,351 | 22,413 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,132,754 | 24,118 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,019,727 | 22,928 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,523,875 | 18,568 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $331,180 | 5,256 | Shares | Sole | 2023-10-13 | |
| 2022-09-30 | $492,530 | 6,835 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $787,993 | 10,243 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $880,666 | 10,774 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $714,486 | 8,709 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $441,553 | 5,685 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||