Creative Planning’s Credicorp BAP Stock Holding History

Creative Planning’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
2026 Q2	$1.65M	Buy	4,241 +78	+2%	+$26.7K	﹤0.01%	2242
2026 Q1	$1.41M	Buy	4,163 +33	+0.8%	+$11.1K	﹤0.01%	2183
2025 Q4	$1.19M	Sell	4,130 -151	-4%	-$40K	﹤0.01%	2155
2025 Q3	$1.14M	Buy	4,281 +5	+0.1%	+$1.24K	﹤0.01%	1994
2025 Q2	$956K	Sell	4,276 -737	-15%	-$149K	﹤0.01%	1894
2025 Q1	$933K	Buy	5,013 +269	+6%	+$49.9K	﹤0.01%	1772
2024 Q4	$870K	Buy	4,744 +707	+18%	+$132K	﹤0.01%	1745
2024 Q3	$731K	Buy	4,037 +1,391	+53%	+$237K	﹤0.01%	1779
2024 Q2	$427K	Buy	2,646 +720	+37%	+$119K	﹤0.01%	2065
2024 Q1	$326K	Buy	+1,926	New	+$310K	﹤0.01%	2182
2023 Q3	–	Sell	-1,540	Closed	-$227K	–	2923
2023 Q2	$227K	Buy	+1,540	New	+$211K	﹤0.01%	2123
2017 Q3	–	Sell	-23	Closed	-$4K	–	2044
2017 Q2	$4K	Buy	+23	New	+$3.84K	﹤0.01%	4073
2015 Q1	–	Sell	-73	Closed	-$12K	–	4205
2014 Q4	$12K	Buy	73 +47	+181%	+$7.46K	﹤0.01%	2997
2014 Q3	$4K	Buy	+26	New	+$3.98K	﹤0.01%	3371

Other funds holding BAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's BAP Position: Q2 2026 in Review

Creative Planning increased its Credicorp (BAP) stake by 1.9% in Q2 2026, buying an estimated $26.7K and bringing the position to 4,241 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Creative Planning first reported a position in BAP in Q3 2014 and has held it in 14 quarters since. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

Creative Planning held 4,241 shares of Credicorp worth $1.65M as of Q2 2026.
Creative Planning bought 78 Credicorp shares in Q2 2026, an estimated $26.7K.
Credicorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2242 holding.
Creative Planning first reported a position in Credicorp in Q3 2014 and has held it in 14 quarters since.
429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.