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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

BPOP holding history

Popular, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BPOP overviewAll 13F holders of BPOPFull Q2 2026 holdings

Shares (Q2 2026)
2,439
Value
$400.4K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2023
Holdings of BPOP by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,439$400.4K<0.1%−434−15.1%ReducedHolders
Q1 20262,873$385.5K<0.1%−354−11.0%ReducedHolders
Q4 20253,227$401.8K<0.1%−318−9.0%ReducedHolders
Q3 20253,545$450.3K<0.1%+795+28.9%AddedHolders
Q2 20252,750$303.1K<0.1%+2,421+735.9%AddedHolders
Q1 2025329$30.4K<0.1%+302+1,118.5%AddedHolders
Q4 202427$2.54K<0.1%−54−66.7%ReducedHolders
Q3 202481$8.12K<0.1%+46+131.4%AddedHolders
Q2 202435$3.59K<0.1%+28+400.0%AddedHolders
Q1 20247$595<0.1%+7NewHolders
Q2 20230$00.0%−31−100.0%Sold outHolders
Q1 202331$1.78K<0.1%+31NewHolders