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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Popular, Inc. (BPOP)

NasdaqGS - NasdaqGS Real-time price. Currency in USD

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88.36

+0.48

(+0.55%)

At close: 04:00PM EDT

88.36

0.00

(0.00%)

After hours:

04:20PM EDT

Major holders

Currency in USD

1.78%	% of shares held by all insiders
89.23%	% of shares held by institutions
90.84%	% of float held by institutions
403	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	8,993,902	30 Dec 2023	12.44%	794,701,186
Price (T.Rowe) Associates Inc	4,289,731	30 Dec 2023	5.93%	379,040,633
Dimensional Fund Advisors LP	4,108,821	30 Dec 2023	5.68%	363,055,426
Wellington Management Group, LLP	3,816,736	30 Dec 2023	5.28%	337,246,795
Blackrock Inc.	3,433,715	30 Dec 2023	4.75%	303,403,059
FMR, LLC	3,239,730	30 Dec 2023	4.48%	286,262,544
First Trust Advisors LP	2,920,206	30 Dec 2023	4.04%	258,029,403
T. Rowe Price Investment Management, Inc.	2,751,741	30 Dec 2023	3.81%	243,143,836
Polaris Capital Management Inc	2,209,978	30 Dec 2023	3.06%	195,273,657
State Street Corporation	2,200,619	30 Dec 2023	3.04%	194,446,696

Holder	Shares	Date reported	% out	Value
First Trust Rising Dividend Achievers	2,329,282	28 Feb 2024	3.22%	205,815,358
Vanguard Total Stock Market Index Fund	2,269,320	30 Dec 2023	3.14%	200,517,116
Price (T.Rowe) Mid-Cap Value Fund	2,265,087	30 Dec 2023	3.13%	200,143,088
Vanguard Small-Cap Index Fund	1,837,069	30 Dec 2023	2.54%	162,323,417
Vanguard Small Cap Value Index Fund	1,267,981	30 Dec 2023	1.75%	112,038,801
Price (T.Rowe) Small-Cap Value Fund	1,198,736	30 Dec 2023	1.66%	105,920,313
Price (T.Rowe) Mid-Cap Value Equity Trust	1,158,274	30 Dec 2023	1.60%	102,345,091
Vanguard Fenway Funds-Equity Income Fund	1,131,051	30 Dec 2023	1.56%	99,939,667
DFA U.S. Small Cap Value Series	1,082,839	30 Jan 2024	1.50%	95,679,654
Vanguard Extended Market Index Fund	1,067,041	30 Dec 2023	1.48%	94,283,743