Position in BPOP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,156,483
+$745,387 QoQ
Shares Held
7,044
+129.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#218
of 472 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BPOP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $37,709,058 across 36 Banks - Regional names. BPOP ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
20,763 | $5,112,264 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
|
102,216 | $4,433,619 | |
| 3 | USB |
US Bancorp De
|
67,342 | $4,067,456 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
69,235 | $3,571,141 | |
| 5 | TFC |
Truist Financial Corp
|
70,231 | $3,498,907 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
71,404 | $3,272,445 | |
| 7 | BPOP |
Popular, Inc.
This page
|
7,044 | $1,156,483 | |
| 8 | TBBK |
Bancorp, Inc.
|
18,042 | $1,130,150 |
All Filings in BPOP
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,483 | 7,044 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $411,096 | 3,064 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $396,097 | 3,181 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $443,645 | 3,493 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $346,830 | 3,147 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $257,065 | 2,783 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $208,719 | 2,219 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $317,254 | 3,164 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $276,520 | 3,127 | Shares | Sole | 2024-07-29 | |
| 2022-06-30 | $201,633 | 2,621 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $222,251 | 2,719 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $209,694 | 2,556 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $169,631 | 2,184 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $138,092 | 1,840 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $5,274 | 75 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $4,224 | 75 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $30,212 | 833 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $32,598 | 877 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $30,765 | 879 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||