Position in BPOP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$538,838
+$86,015 QoQ
Shares Held
3,282
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#280
of 467 holders
Holding Since
Mar 2022
10 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, 2026OneAscent Wealth Management LLC holds $4,824,548 across 4 Banks - Regional names. BPOP ranks #2 (11.2% of the industry book) .
All Filings in BPOP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,838 | 3,282 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $452,823 | 3,375 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $433,080 | 3,478 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $449,361 | 3,538 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $389,592 | 3,535 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $307,776 | 3,332 | Shares | Sole | 2025-05-05 | |
| 2022-12-31 | $320,988 | 4,840 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $372,045 | 5,163 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $383,880 | 4,990 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $393,414 | 4,813 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||