Position in BPOP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,284
+$24,344 QoQ
Shares Held
1,427
-15.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#354
of 468 holders
Holding Since
Sep 2025
3 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, 2026Caerus Investment Advisors, LLC holds $3,673,710 across 9 Banks - Regional names. BPOP ranks #8 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
9,866 | $691,310 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,337 | $575,416 | |
| 3 | USB |
US Bancorp De
|
8,504 | $513,641 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,423 | $446,192 | |
| 5 | WAL |
Western Alliance Bancorporation
|
4,822 | $396,368 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
5,592 | $322,938 | |
| 7 | PB |
Prosperity Bancshares Inc
|
3,925 | $286,642 | |
| 8 | BPOP |
Popular, Inc.
This page
|
1,427 | $234,284 |
All Filings in BPOP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,284 | 1,427 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $209,940 | 1,686 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $436,660 | 3,438 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||