Baron Wealth Management LLC
- SEC CIK
- 0001968507
- Latest filing
- Jul 7, 2026
BPOP holding history
Popular, Inc. in every 13F filed by Baron Wealth Management 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)
- 3,720
- Value
- $610.8K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,720 | $610.8K | 0.2% | +14+0.4% | Added | Holders |
| Q1 2026 | 3,706 | $497.2K | 0.1% | +138+3.9% | Added | Holders |
| Q4 2025 | 3,568 | $444.3K | 0.1% | −29−0.8% | Reduced | Holders |
| Q3 2025 | 3,597 | $456.9K | 0.2% | +87+2.5% | Added | Holders |
| Q2 2025 | 3,510 | $386.8K | 0.1% | +1,315+59.9% | Added | Holders |
| Q1 2025 | 2,195 | $202.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,195 | $206.5K | 0.1% | −69−3.0% | Reduced | Holders |
| Q3 2024 | 2,264 | $227.0K | 0.1% | +2,264 | New | Holders |