Position in BPOP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$981,632
+$180,101 QoQ
Shares Held
5,979
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#224
of 460 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BPOP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Precision Wealth Strategies, LLC holds $981,632 across 1 Banks - Regional name. BPOP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
This page
|
5,979 | $981,632 |
All Filings in BPOP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $981,632 | 5,979 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $801,531 | 5,974 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $738,777 | 5,933 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $710,874 | 5,597 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $704,792 | 6,395 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||