waypoint wealth counsel

Position in BPOP — Popular, Inc.

CIK 1807909 ATLANTA, GA

Position in BPOP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$205,717

-$79,796 QoQ

Shares Held

1,253

-41.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#366

of 468 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

waypoint wealth counsel holds $1,392,002 across 4 Banks - Regional names. BPOP ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,287	$563,104
2	CFG	Citizens Financial Group Inc/Ri	5,373	$376,486
3	PB	Prosperity Bancshares Inc	3,378	$246,695
4	BPOP	Popular, Inc. This page	1,253	$205,717

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,717	1,253	-41.1%	Shares	Sole	2026-08-04
2026-03-31	$285,513	2,128	-3.8%	Shares	Sole	2026-04-23
2025-12-31	$275,313	2,211	-31.2%	Shares	Sole	2026-01-28
2025-09-30	$408,210	3,214	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.