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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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's BAP Position: Q2 2025 in Review

Congress Wealth Management sold out of Credicorp (BAP) in Q2 2025, closing a stake of 1,854 shares — an estimated $345K sold.

Congress Wealth Management first reported a position in BAP in Q4 2023 and held it in 6 quarters. The position peaked at $422K in Q3 2024. 340 funds tracked by Wall St. Rank hold BAP as of Q2 2025.

  • Congress Wealth Management reported no remaining Credicorp position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,854 Credicorp shares in Q2 2025, an estimated $345K.
  • Congress Wealth Management first reported a position in Credicorp in Q4 2023 and held it in 6 quarters.
  • Congress Wealth Management's Credicorp position peaked at $422K in Q3 2024.
  • 340 funds tracked by Wall St. Rank held Credicorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.