CWM
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Congress Wealth Management’s Credicorp BAP Stock Holding History

Congress Wealth Management’s Portfolio BAP Stock Details BAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,854
Closed -$345K – 1180
2025
Q1 		$345K Sell
1,854
-343
-16% -$63.7K ﹤0.01% 913
2024
Q4 		$403K Sell
2,197
-137
-6% -$25.6K 0.01% 691
2024
Q3 		$422K Sell
2,334
-11
-0.5% -$1.88K 0.01% 661
2024
Q2 		$378K Sell
2,345
-20
-0.8% -$3.31K 0.01% 574
2024
Q1 		$401K Buy
2,365
+180
+8% +$29K 0.01% 474
2023
Q4 		$328K Buy
+2,185
New +$283K 0.01% 516

Other funds holding BAP

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return