Brendel Financial Advisors LLC BPOP POPULAR INC

Ownership history in Brendel Financial Advisors LLC  ·  3 quarters on record

AI Ownership Summary

Brendel Financial Advisors LLC reported POPULAR INC (BPOP) in 3 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 1.37% in 2025 Q3. The latest visible filing shows BPOP at 1.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BPOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brendel Financial Advisors LLC's position in POPULAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BPOP was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brendel Financial Advisors LLC held BPOP — position size vs. price
% of Fund (quarterly)    BPOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 20,941 +17,444 +498.8% 1.37% $2.7M 2025-10-20 $116.46
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brendel Financial Advisors LLC and BPOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brendel Financial Advisors LLC reported owning BPOP?

Brendel Financial Advisors LLC reported BPOP across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported BPOP position in Brendel Financial Advisors LLC's portfolio?

The largest reported portfolio weight for BPOP was 1.37% in 2025 Q3.

What is the latest reported BPOP position on this page?

The most recent filing on this page is 2025 Q3, when Brendel Financial Advisors LLC reported 20,941 shares, equal to 1.37% of portfolio, with an estimated market value of $2.7M.

What does the chart on this BPOP ownership page compare?

The chart compares Brendel Financial Advisors LLC's quarterly BPOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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