BPOP β€” POPULAR INC

Ownership history in Williamson Legacy Group, LLC  Β·  4 quarters on record

AI Ownership Summary

Williamson Legacy Group, LLC reported POPULAR INC (BPOP) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.76% in 2025 Q1. The latest visible filing shows BPOP at 0.53% 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.

What this BPOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williamson Legacy Group, 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 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2025 Q1

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

Time in book
Holding Window
2024 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 Williamson Legacy Group, LLC held BPOP β€” position size vs. price
% of Fund (quarterly)    BPOP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,413 -3,252 -37.5% 0.53% $688K 2025-11-14 $114.05
2025 Q1 ADDED 8,665 +1,109 +14.7% 0.76% $800K 2025-05-08 $98.01
2024 Q4 REDUCED 7,556 -495 -6.1% 0.47% $711K 2025-02-05 $98.93
2024 Q3 INITIATED 8,051 β€” β€” 0.54% $807K 2024-11-12 $92.93

🏒 Other funds also holding BPOP

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.04%

FAQ About Williamson Legacy Group, 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 Williamson Legacy Group, LLC reported owning BPOP?

Williamson Legacy Group, LLC reported BPOP across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BPOP position in Williamson Legacy Group, LLC's portfolio?

The largest reported portfolio weight for BPOP was 0.76% in 2025 Q1.

What is the latest reported BPOP position on this page?

The most recent filing on this page is 2025 Q3, when Williamson Legacy Group, LLC reported 5,413 shares, equal to 0.53% of portfolio, with an estimated market value of $688K.

What does the chart on this BPOP ownership page compare?

The chart compares Williamson Legacy Group, 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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