BPOP Popular, Inc. - Common Stock

NASDAQ · Banking · Visualizza su SEC EDGAR ↗
$176,65
Prezzo · Ago 18, 2026
Fondamentali al Ago 8, 2017

Informazioni su Popular, Inc. - Common Stock Panoramica della società da Wikipedia

Popular, Inc., doing business as Banco Popular de Puerto Rico (BPPR) or simply as Banco Popular in Puerto Rico and the U.S. and British Virgin Islands, and as Popular Bank in the United States, is a full-service financial services conglomerate headquartered at Popular Center in the Milla de Oro financial district in the Hato Rey business center of San Juan, the capital city and municipality of the archipelago and island of Puerto Rico. Founded in 1893, it is the largest banking institution in Puerto Rico in terms of assets and deposits, and it ranks among the largest bank and thrift holding companies in total assets in the United States. In recent years, it has expanded into other areas of the Caribbean and Latin America.

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Popular, Inc., doing business as Banco Popular de Puerto Rico (BPPR) or simply as Banco Popular in Puerto Rico and the U.S. and British Virgin Islands, and as Popular Bank in the United States, is a full-service financial services conglomerate headquartered at Popular Center in the Milla de Oro financial district in the Hato Rey business center of San Juan, the capital city and municipality of the archipelago and island of Puerto Rico. Founded in 1893, it is the largest banking institution in Puerto Rico in terms of assets and deposits, and it ranks among the largest bank and thrift holding companies in total assets in the United States. In recent years, it has expanded into other areas of the Caribbean and Latin America.

History

The bank was founded in Puerto Rico in 1893 when the island was still under Spanish administration. It was led in its early stages by Rafael Carrión Sr. and Don Manuel Muñoz Barrios, the latter of which was the company's first president and administrator.

During the 1970s, the company's commercials were popular on Puerto Rican television: they presented a balding, middle aged man in a white tee shirt, announcing the company in a comic way. The 1970s also saw a giant step in the development of Banco Popular as Puerto Rico's biggest bank, when it bought two-thirds of the Banco de Crédito y Ahorro Ponceño. Through this purchase, Popular entered the credit-card industry.

During the following decades, Banco Popular put great of emphasis on the company's public image. It was during the 1980s, after Rafael Carrion, Sr.'s death, that Richard L. Carrión assumed the role as President of the corporation.

In 1989, the bank introduced a children's savings service with a bear, "Populoso", as its mascot. The Club del Ahorro (or Savings Club) was (and still is) intended to encourage children to open savings accounts and keep track of their money.

1990s

The following decade started with a big development for the bank, when in 1990 it merged with Banco de Ponce, one of the largest banks in Puerto Rico. At this time, Banco Popular's holding company changed its name to BanPonce Corporation. Popular acquired Banco Roig, one of the main banks in the eastern side of the island, in 1997, entering a geographical market in which it had yet to succeed.

During the late 1990s, the company began to diversify its services thanks to revisions of state laws that allowed banks certain 'privileges' related to different financial services other than banking. These years saw the birth of Popular Auto, Popular Finance, Popular Mortgage, Popular Insurance, Popular Leasing, among others.

During this time, the company created one of its flagship subsidiaries, Popular Securities. It quickly became the investment banking, retail brokerage, and institutional sales arm of Banco Popular. On the retail side, Popular Securities has an extensive network of brokers in Puerto Rico, rivaled only by Swiss giant UBS and more recently by Banco Santander. Popular Securities has additional offices in New York City, San Antonio, Houston, and Chicago.

2000s

Due to its growth in Puerto Rico, and the aggressive expansion in the United States, the company changed its name once again in 2000 to Popular, Inc., a name that goes back to the traditional roots of the corporation and which also reflects the common title in almost all of the subsidiaries of the company.

During this period, the company reorganized itself into three main subsidiary companies: Banco Popular de Puerto Rico, with David Chafey Jr. as president; Popular Bank, with Roberto Herencia as president; and Evertec, with Felix Villamil as president. Richard Carrión remained as president and CEO of the parent company, Popular, Inc.

In the January 24, 2005 issue of Fortune, Popular, Inc. was chosen as one of the 100 Best Companies to Work For.

On April 11, 2005, Popular Bank announced a five-year agreement with the New York Mets under which Popular would operate seven ATMs and display various advertisements at Shea Stadium until it closed in September 2008, and the team moved to the new Citi Field.

Present

Popular's world headquarters are located in the San Juan's Hato Rey business district, on a stretch of a thoroughfare commonly known as Milla de Oro ("The Golden Mile") due to the number of banks headquartered in the area. Travelers who fly into the Luis Muñoz Marín International Airport can appreciate Popular's landmark building below.

Between 2010 and 2012, the bank re-branded its mainland branches as Popular Community Bank in an effort to attract more non-Hispanic customers. The first branches to bear the new name were in the Chicago market followed by those in Southern California and Florida, then New York City and New Jersey.

As of January, 2012, Popular, Inc. still owed $935 million to the US government Troubled Asset Relief Program.

In March 2013, Popular announced it would sell a $568 million portfolio of non-performing loans to a joint venture between Caribbean Property Group and funds affiliated with Perella Weinberg Partners.

In 2014, Popular Community Bank sold many of its mainland United States branches in Central Florida, Illinois and Southern California to cut costs and shore up its reserves against losses caused by foreclosures and the recession in Puerto Rico. After the sale, Popular Community Bank retained 49 branches in South Florida, New Jersey, and New York. On September 12, 2014, Harbor Community Bank purchased Popular's branches in Orlando and central Florida. On November 7, 2014, Banc of California in Irvine purchased 20 branches of Popular Community Bank in southern California.

In 2018, Popular Community Bank changed its name to Popular Bank (Legal name) and Popular, commercial name.

Stats

Banco Popular was ranked the Best Consumer Internet Bank in Puerto Rico by Global Finance in 2007.

Timeline (2005–present)

2005: Popular completes acquisition of Quaker City Bank, establishing California as the largest region of Popular Bank. Popular also purchases New Jersey's Infinity Mortgage for an undisclosed amount. On August 3, 2005, Popular announced the purchase of E-Loan for an estimated $300 million merger agreement. A month later, on September 21, Popular announced that it would sell Popular Cash Express to ACE Cash Express for $36 million. Popular was ranked as the 691st largest company in the world by Forbes.

2007: Banco Popular North America sells five of six branches in Texas region to Prosperity Bank.

2007: Banco Popular acquires Citibank's retail business in Puerto Rico, including nine branches, as well as the operations in Puerto Rico of broker-dealer Smith Barney, a Citibank subsidiary.

2008: Popular agrees to sell certain assets of Equity One, the U.S. mainland consumer finance operations of Popular Financial Holdings, to American General Finance, a member of American International Group.

2010: Banco Popular acquires competitor Westernbank, after it failed and the Federal Deposit Insurance Corporation seized its deposits. On October 1, 2010, Popular sold 51% Evertec participating to Apollo Management.

2015: Banco Popular acquires the deposits of Doral Bank after regulators declared it insolvent.

2018: Popular Community Bank changed its name to Popular Bank (Legal name) and Popular, commercial name.

Subsidiaries and services

Puerto Rico

Banco Popular de Puerto Rico

Popular Auto

Popular Securities

Popular Asset Management

Popular Insurance

Popular Mortgage

Popular Risk Services

United States

Popular Bank

Popular Business Banking

Popular Association Banking

Popular Equipment Finance

Popular Direct

Popular Private Client

Virgin Islands

Banco Popular Virgin Islands

Former subsidiaries

Popular Cash Express (sold to ACE Cash Express on 09/21/2005)

Musical tradition

For its 100th Anniversary celebration, Popular gathered a group of Latin-American musicians in an effort to create a musical televised show. After the large success of this venture, the company began to produce annual live Christmas concerts and television specials with various Puerto Rican and international singers and artists. The concerts and specials are aired on local television stations and then released on CDs and DVD.

Competitors (in Puerto Rico)

OFG Bancorp

First BanCorp

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

BPOP Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

Prezzo
$176.65
Capitalizzazione di Mercato
P/E (TTM)
EPS (TTM)
Ricavi (TTM)
Rendimento div.
ROE
D/E Debito/Patrimonio
Intervallo 52 sett.
$109 – $179

BPOP Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Performance decennale Andamento di ricavi, utile netto, margini e EPS

Ricavi e Utile Netto
EPS
Flusso di cassa libero
Margini

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica
Tendenza 5 anni
BPOP
Mediana dei peer

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Metrica
Tendenza 5 anni
BPOP
Mediana dei peer

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica
Tendenza 5 anni
BPOP
Mediana dei peer

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica
Tendenza 5 anni
BPOP
Mediana dei peer

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica
Tendenza 5 anni
BPOP
Mediana dei peer

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica
Tendenza 5 anni
BPOP
Mediana dei peer

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Dividend Yield
Rapporto di Distribuzione Utili
CAGR Dividendi 5Y
Data ex-dividendoImporto
29 Maggio 2026$0,7500
18 Marzo 2026$0,7500
05 Dicembre 2025$0,7500
12 Settembre 2025$0,7500
29 Maggio 2025$0,7000
18 Marzo 2025$0,7000
06 Dicembre 2024$0,7000
13 Settembre 2024$0,6200
30 Maggio 2024$0,6200
13 Marzo 2024$0,6200
06 Dicembre 2023$0,6200
07 Settembre 2023$0,5500
31 Maggio 2023$0,5500
17 Marzo 2023$0,5500
06 Dicembre 2022$0,5500
06 Settembre 2022$0,5500
01 Giugno 2022$0,5500
14 Marzo 2022$0,5500
06 Dicembre 2021$0,4500
09 Settembre 2021$0,4500

BPOP Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

COMPRA 16 analisti
  • Acquisto forte 4 25,0%
  • Compra 11 68,8%
  • Mantieni 1 6,2%
  • Vendi 0 0,0%
  • Vendita forte 0 0,0%

Target Price a 12 Mesi

10 analisti · 2026-08-18
Target mediano $199.00 +12,7%
Target medio $197.30 +11,7%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Sorpresa media
0.42%
Periodo EPS Actual EPS Stimato Sorpresa
30 Giugno 2026 $4.35 $3.80 0.55%
31 Marzo 2026 $3.78 $3.40 0.38%
31 Dicembre 2025 $3.53 $3.10 0.43%
30 Settembre 2025 $3.14 $3.01 0.13%
30 Giugno 2025 $3.28 $2.61 0.67%
31 Marzo 2025 $2.56 $2.22 0.34%

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
BPOP
FBP $3.25B 9.6 2.4% 27.5% 19.0%
OFG 8.9
BPOPM $1.65B 2.0 8.8% 26.0% 13.7%

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Proprietari istituzionali (13F) 495 filer · $6.3B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
80 (+10 vs trimestre precedente) 45 (+3 vs trimestre precedente) 145 (-7 vs trimestre precedente) 167 (+23 vs trimestre precedente) +13.9M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD PORTFOLIO MANAGEMENT LLC $736.708.332 4.487.199 11,76% Azioni
DIMENSIONAL FUND ADVISORS LP $483.039.724 2.942.135 7,71% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $463.722.798 2.824.478 7,40% Azioni
STATE STREET CORP $291.089.027 1.765.313 4,65% Azioni
CITADEL ADVISORS LLC $258.734.710 1.575.921 4,13% Azioni
GEODE CAPITAL MANAGEMENT, LLC $217.747.801 1.325.966 3,48% Azioni
AMERIPRISE FINANCIAL INC $184.966.332 1.126.517 2,95% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $180.507.045 1.099.446 2,88% Azioni
FMR LLC $137.980.812 840.424 2,20% Azioni
NORGES BANK $134.580.809 819.715 2,15% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $132.466.663 806.838 2,11% Azioni
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $121.190.000 738.153 1,93% Azioni
FRONTIER CAPITAL MANAGEMENT CO LLC $119.067.801 725.227 1,90% Azioni
Qube Research & Technologies Ltd $117.158.684 713.599 1,87% Azioni
EARNEST PARTNERS LLC $107.754.618 656.320 1,72% Azioni
MACQUARIE GROUP LTD $103.068.100 627.775 1,65% Azioni
WELLINGTON MANAGEMENT GROUP LLP $99.166.690 604.012 1,58% Azioni
Polaris Capital Management, LLC $86.890.787 529.241 1,39% Azioni
PANAGORA ASSET MANAGEMENT INC $80.530.290 490.500 1,29% Azioni
MILLENNIUM MANAGEMENT LLC $72.040.050 438.787 1,15% Azioni
VANGUARD FIDUCIARY TRUST CO $66.739.170 406.500 1,07% Azioni
Quantinno Capital Management LP $63.588.211 387.307 1,02% Azioni
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $59.036.337 359.583 0,94% Azioni
MANUFACTURERS LIFE INSURANCE COMPANY, THE $54.274.132 330.577 0,87% Azioni
MACKENZIE FINANCIAL CORP $52.118.777 317.449 0,83% Azioni
TORONTO DOMINION BANK $51.528.550 313.854 0,82% Azioni
VANGUARD GROUP INC $50.491.241 405.487 0,81% Azioni
NEW YORK STATE COMMON RETIREMENT FUND $49.768.212 303.132 0,79% Azioni
Minneapolis Portfolio Management Group, LLC $49.326.048 300.439 0,79% Azioni
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $47.900.664 291.757 0,76% Azioni
Bridgewater Associates, LP $45.676.025 278.207 0,73% Azioni
TWO SIGMA INVESTMENTS, LP $43.028.787 262.083 0,69% Azioni
Verition Fund Management LLC $39.714.485 241.896 0,63% Azioni
Alyeska Investment Group, L.P. $39.533.887 240.796 0,63% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $37.000.426 225.365 0,59% Azioni
GOLDMAN SACHS GROUP INC $34.960.161 212.938 0,56% Azioni
BlackRock, Inc. $32.351.012 197.046 0,52% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $31.613.120 191.769 0,50% Azioni
Arbejdsmarkedets Tillaegspension $29.913.596 182.200 0,48% Azioni
FIRST TRUST ADVISORS LP $27.163.909 165.452 0,43% Azioni
LOOMIS SAYLES & CO L P $27.146.014 165.343 0,43% Azioni
California Public Employees Retirement System $26.166.188 159.375 0,42% Azioni
Azora Capital LP $26.146.158 159.253 0,42% Azioni
Crossmark Global Holdings, Inc. $26.142.225 159.229 0,42% Azioni
VICTORY CAPITAL MANAGEMENT INC $25.338.720 154.335 0,40% Azioni
Assenagon Asset Management S.A. $24.478.253 149.094 0,39% Azioni
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $22.961.886 139.858 0,37% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $21.828.059 132.952 0,35% Azioni
Swiss National Bank $21.409.072 130.400 0,34% Azioni
SEI INVESTMENTS CO $21.178.400 128.995 0,34% Azioni
Point72 Asset Management, L.P. $21.164.115 128.908 0,34% Azioni
BANK OF NOVA SCOTIA $21.152.623 128.838 0,34% Azioni
BANK OF AMERICA CORP /DE/ $20.585.546 125.384 0,33% Azioni
RAYMOND JAMES FINANCIAL INC $20.196.180 123.012 0,32% Azioni
ENVESTNET ASSET MANAGEMENT INC $20.039.501 122.058 0,32% Azioni
VOYA INVESTMENT MANAGEMENT LLC $19.874.974 121.056 0,32% Azioni
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $18.961.641 115.493 0,30% Azioni
MARTINGALE ASSET MANAGEMENT L P $18.387.668 111.997 0,29% Azioni
CIBC WORLD MARKET INC. $18.139.263 110.484 0,29% Azioni
M&G PLC $16.713.732 101.913 0,27% Azioni
ALGERT GLOBAL LLC $16.447.717 100.181 0,26% Azioni
Brevan Howard Capital Management LP $16.418.000 100.000 0,26% Azioni
JANE STREET GROUP, LLC $15.978.654 97.324 0,26% Azioni
RENAISSANCE TECHNOLOGIES LLC $15.666.877 95.425 0,25% Azioni
AMERICAN CENTURY COMPANIES INC $15.663.757 95.406 0,25% Azioni
Penn Capital Management Company, LLC $15.146.281 92.039 0,24% Azioni
Balyasny Asset Management L.P. $14.880.126 90.633 0,24% Azioni
Freestone Grove Partners LP $14.766.513 89.941 0,24% Azioni
ROYCE & ASSOCIATES LP $14.600.856 88.932 0,23% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $14.172.470 87.108 0,23% Azioni
Universal- Beteiligungs- und Servicegesellschaft mbH $14.113.077 85.961 0,23% Azioni
Edgestream Partners, L.P. $14.041.330 85.524 0,22% Azioni
STATE OF WISCONSIN INVESTMENT BOARD $13.933.628 84.868 0,22% Azioni
NATIXIS $12.784.204 77.867 0,20% Azioni
Jain Global LLC $12.065.917 73.492 0,19% Azioni
BARCLAYS PLC $11.056.538 67.344 0,18% Azioni
Susquehanna Portfolio Strategies, LLC $10.876.432 66.247 0,17% Azioni
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $10.723.001 79.921 0,17% Azioni
IEQ CAPITAL, LLC $10.703.551 65.194 0,17% Azioni
TCW GROUP INC $10.642.475 64.822 0,17% Azioni
RHUMBLINE ADVISERS $10.228.196 62.299 0,16% Azioni
VANGUARD ASSET MANAGEMENT, Ltd $9.973.771 60.749 0,16% Azioni
SummitTX Capital, L.P. $9.958.174 60.654 0,16% Azioni
RITHOLTZ WEALTH MANAGEMENT $9.739.322 59.321 0,16% Azioni
MARSHALL WACE, LLP $9.657.396 58.822 0,15% Azioni
Russell Investments Group, Ltd. $9.430.716 57.441 0,15% Azioni
Copeland Capital Management, LLC $8.991.481 54.766 0,14% Azioni
LPL Financial LLC $8.741.743 53.245 0,14% Azioni
VAN ECK ASSOCIATES CORP $8.598.928 52.375 0,14% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $8.406.016 51.200 0,13% Opzione Call
CREDIT AGRICOLE S A $8.400.926 51.169 0,13% Azioni
BOOTHBAY FUND MANAGEMENT, LLC $7.700.535 46.903 0,12% Azioni
ROYAL BANK OF CANADA $7.684.000 46.805 0,12% Azioni
Illinois Municipal Retirement Fund $7.527.981 45.852 0,12% Azioni
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $7.495.310 45.653 0,12% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $7.411.862 31.829 0,12% Azioni
SIGNATUREFD, LLC $6.956.461 42.371 0,11% Azioni
TWO SIGMA ADVISERS, LP $6.674.272 53.600 0,11% Azioni
Vanguard Global Advisers, LLC $6.174.317 37.607 0,10% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6.111.309 45.549 0,10% Azioni

Insider aziendali 57 insider · 27 dirigenti · 25 direttori

Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Ignacio Alvarez CEO 30 Giugno 2025 F 310.860 0 0 $0
Jorge J. Garcia Executive Vice President & CFO 25 Febbraio 2025 A 16.660 0 0 $0
Carlos J Vazquez Executive Vice President & CFO 31 Marzo 2024 F 133.800 0 0 $0
Jorge A Junquera Sr. EVP & CFO 22 Febbraio 2013 J 121.087 0 0 $0
Javier D. Ferrer PRESIDENT 26 Giugno 2025 F 96.871 0 0 $0
David H Chafey JR President & COO 22 Febbraio 2010 J 640.771 0 0 $0
Gilberto Monzon EXECUTIVE VICE PRESIDENT 02 Settembre 2025 S 24.773 0 2 $-2.240.638
Camille Burckhart Executive Vice President 03 Giugno 2025 S 27.382 0 0 $0
Adorno Denissa Rodriguez Senior VP & Comptroller 14 Maggio 2025 S 3.604 0 0 $0
Jose R. Coleman-Tio EVP & CHIEF LEGAL OFFICER 25 Febbraio 2025 F 17.636 0 0 $0
Maria Cristina Gonzalez-Noguera Executive Vice President 25 Febbraio 2025 F 13.702 0 0 $0
Beatriz Castellvi EVP & Chief Security Officer 25 Febbraio 2025 F 28.210 0 0 $0
Luis E. Cestero Executive Vice President 25 Febbraio 2025 F 20.645 0 0 $0
Manuel Chinea Executive Vice President 25 Febbraio 2025 F 31.002 0 0 $0
Eli Sepulveda Executive Vice President 25 Febbraio 2025 F 35.020 0 0 $0
Eduardo J. Negron Executive Vice President 25 Febbraio 2025 F 36.705 0 0 $0
Lidio Soriano Executive Vice President 25 Febbraio 2025 F 102.149 0 0 $0
Juan Guerrero Executive Vice President 29 Gennaio 2023 J 37.335 0 0 $0
Rivera O. Nestor EXECUTIVE VICE PRESIDENT 02 Maggio 2017 S 15.846 0 0 $0
Ileana Gonzalez Executive Vice President 25 Novembre 2016 S 31.087 0 0 $0
Amilcar Jordan EVP 22 Febbraio 2010 J 190.284 0 0 $0
Felix Villamil EVP 22 Febbraio 2010 J 165.844 0 0 $0
Brunilda Santos De Alvarez EVP & Chief Legal Officer 22 Febbraio 2010 J 162.737 0 0 $0
Cameron Williams Executive Vice President 16 Marzo 2006 J 22.323 0 0 $0
Carlos Colino Executive Vice President 18 Febbraio 2004 P 2.883 0 0 $0
Maria I Burkhart Exec Vice President 16 Gennaio 2004 A 0 0 $0
Emilio E Pinero Ferrer Executive Vice President 16 Gennaio 2004 A 0 0 $0
Bertil E. Chappuis Direttore 01 Luglio 2025 A 0 0 $0
Jose Ramon Rodriguez Direttore 01 Luglio 2025 A 0 0 $0
Robert Carrady Direttore 01 Luglio 2025 A 3.073 0 0 $0
Betty K Devita Direttore 01 Luglio 2025 A 0 0 $0
Myrna Soto Direttore 01 Luglio 2025 A 4.639 0 0 $0
Carlos Unanue Direttore 01 Luglio 2025 A 46.340 0 0 $0
Alejandro M Ballester Direttore 01 Luglio 2025 A 0 0 0 $0
Maria Luisa Ferre Direttore 01 Luglio 2025 A 36.054 0 0 $0
Kim C Goodwin Direttore 01 Luglio 2025 A 39.275 0 0 $0
Richard L Carrion Direttore 01 Luglio 2025 A 219.952 0 0 $0
Alejandro M Sanchez Direttore 08 Maggio 2025 A 4.851 0 0 $0
John W Diercksen Direttore 01 Aprile 2025 A 17.530 0 0 $0
Iii Joaquin E Bacardi Direttore 01 Aprile 2024 A 32.481 0 0 $0
David E. Goel Direttore 23 Maggio 2017 A 10.452 0 0 $0
William J Teuber JR Direttore 23 Maggio 2017 A 59.646 0 0 $0
Jose R Vizcarrondo Direttore 10 Maggio 2013 J 34.890 0 0 $0
Manuel Morales JR Direttore 10 Maggio 2013 J 22.418 0 0 $0
Michael Masin Direttore 24 Maggio 2010 J 116.581 0 0 $0
Frederic V Salerno Direttore 24 Maggio 2010 J 147.743 0 0 $0
Francisco M Rexach JR Direttore 02 Febbraio 2010 J 347.005 0 0 $0
Juan J Bermudez Direttore 02 Febbraio 2010 J 2.046.275 0 0 $0
Jose B Carrion JR Direttore 15 Maggio 2006 J 1.479.419 0 0 $0
Julio E Vizcarrondo JR Direttore 13 Agosto 2004 P 1.696.140 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Attivisti e proprietari del 5%+ 1 partecipazione

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Persona segnalante non divulgata 26 Marzo 2004 Deposito iniziale M&A / vendita SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Proprietà ETF Posseduti da 108 ETF

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
SCAP · Series Portfolios Trust 3,29% 4.511 NS 31 Maggio 2026 N-PORT
PFI · Invesco Exchange-Traded Fund Trust 2,97% 10.102 SH 08 Agosto 2026 Giornaliero
EPSV · Harbor ETF Trust 2,13% 707 NS 30 Aprile 2026 N-PORT
EPMV · Harbor ETF Trust 1,95% 577 NS 30 Aprile 2026 N-PORT
IAT · iShares Trust 1,79% 68.772 SH 08 Agosto 2026 Giornaliero
DPST · Direxion Shares ETF Trust 1,08% 35.788 NS 30 Aprile 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1,00% 71.269 NS 30 Aprile 2026 N-PORT
ROE · EA Series Trust 0,93% 16.244 NS 29 Maggio 2026 N-PORT
FLRG · FIDELITY COVINGTON TRUST 0,86% 16.247 NS 30 Aprile 2026 N-PORT
FLCV · Federated Hermes ETF Trust 0,82% 5.349 NS 31 Maggio 2026 N-PORT
NUSC · Nushares ETF Trust 0,81% 69.469 NS 30 Aprile 2026 N-PORT
AFMC · First Trust Exchange-Traded Fund VI… 0,74% 8.114 NS 31 Maggio 2026 N-PORT
CVY · Invesco Exchange-Traded Fund Trust 0,73% 5.201 SH 08 Agosto 2026 Giornaliero
PDP · Invesco Exchange-Traded Fund Trust 0,67% 57.946 SH 08 Agosto 2026 Giornaliero
VMAX · Lattice Strategies Trust 0,55% 1.710 NS 30 Aprile 2026 N-PORT
SMLF · iShares Trust 0,53% 127.635 SH 08 Agosto 2026 Giornaliero
CZA · Invesco Exchange-Traded Fund Trust 0,52% 5.763 SH 08 Agosto 2026 Giornaliero
QDEF · FlexShares Trust 0,52% 18.177 NS 30 Aprile 2026 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0,48% 19.433 NS 30 Aprile 2026 N-PORT
DFAT · Dimensional ETF Trust 0,44% 401.102 NS 30 Aprile 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,43% 12.448 NS 30 Aprile 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,41% 8.523 NS 30 Aprile 2026 N-PORT
INFO · Harbor ETF Trust 0,40% 20.778 NS 30 Aprile 2026 N-PORT
GQQQ · EA Series Trust 0,39% 3.783 NS 29 Maggio 2026 N-PORT
DFSV · Dimensional ETF Trust 0,36% 181.626 NS 30 Aprile 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0,36% 36.137 SH 08 Agosto 2026 Giornaliero
VFMF · VANGUARD WELLINGTON FUND 0,35% 15.074 SH 08 Agosto 2026 Giornaliero
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,33% 9.757 NS 30 Aprile 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0,31% 4.524 NS 30 Aprile 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,31% 9.084 SH 08 Agosto 2026 Giornaliero
BFOR · ALPS ETF Trust 0,26% 3.778 NS 31 Maggio 2026 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0,25% 10.617 NS 31 Maggio 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,24% 10.114 NS 30 Aprile 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 11.534 NS 30 Aprile 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0,23% 20.296 NS 30 Aprile 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0,22% 35.263 NS 30 Aprile 2026 N-PORT
ESML · iShares Trust 0,22% 36.760 SH 08 Agosto 2026 Giornaliero
VBR · VANGUARD INDEX FUNDS 0,21% 892.483 SH 08 Agosto 2026 Giornaliero
ISCV · iShares Trust 0,21% 8.358 SH 08 Agosto 2026 Giornaliero
SCHA · SCHWAB STRATEGIC TRUST 0,21% 315.923 NS 31 Maggio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,20% 186.672 NS 30 Aprile 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,19% 26.080 NS 30 Aprile 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,18% 177.584 NS 31 Maggio 2026 N-PORT
IYF · iShares Trust 0,17% 42.131 SH 08 Agosto 2026 Giornaliero
ISCB · iShares Trust 0,17% 2.728 SH 08 Agosto 2026 Giornaliero
IYG · iShares Trust 0,16% 19.451 SH 08 Agosto 2026 Giornaliero
SMMD · iShares Trust 0,15% 31.930 SH 08 Agosto 2026 Giornaliero
VFMO · VANGUARD WELLINGTON FUND 0,13% 15.342 SH 08 Agosto 2026 Giornaliero
ISCG · iShares Trust 0,13% 7.248 SH 08 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,12% 740.551 SH 08 Agosto 2026 Giornaliero