JFS Wealth Advisors’s Credicorp BAP Stock Holding History

JFS Wealth Advisors’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	$4.67K	Hold	12	–	–	﹤0.01%	1298
2026 Q1	$4.07K	Hold	12	–	–	﹤0.01%	1268
2025 Q4	$3.44K	Hold	12	–	–	﹤0.01%	1383
2025 Q3	$3.2K	Hold	12	–	–	﹤0.01%	1291
2025 Q2	$2.68K	Hold	12	–	–	﹤0.01%	1306
2025 Q1	$2.23K	Sell	12 -2	-14%	-$371	﹤0.01%	1431
2024 Q4	$2.57K	Buy	14 +2	+17%	+$374	﹤0.01%	1377
2024 Q3	$2.17K	Sell	12 -13	-52%	-$2.22K	﹤0.01%	1452
2024 Q2	$4.03K	Sell	25 -3	-11%	-$496	﹤0.01%	1158
2024 Q1	$4.75K	Buy	28 +3	+12%	+$483	﹤0.01%	1121
2023 Q4	$3.75K	Buy	25 +13	+108%	+$1.69K	﹤0.01%	1165
2023 Q3	$1.54K	Hold	12	–	–	﹤0.01%	1464
2023 Q2	$1.77K	Hold	12	–	–	﹤0.01%	1425
2023 Q1	$1.59K	Hold	12	–	–	﹤0.01%	1446
2022 Q4	$1.63K	Sell	12 -4	-25%	-$567	﹤0.01%	1450
2022 Q3	$2K	Buy	16 +11	+220%	+$1.41K	﹤0.01%	1281
2022 Q2	$1K	Sell	5 -9	-64%	-$1.24K	﹤0.01%	1466
2022 Q1	$2K	Sell	14 -63	-82%	-$9.51K	﹤0.01%	1372
2021 Q4	$9K	Buy	77 +20	+35%	+$2.45K	﹤0.01%	695
2021 Q3	$6K	Buy	+57	New	+$6.22K	﹤0.01%	696

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

JFS Wealth Advisors's BAP Position: Q2 2026 in Review

JFS Wealth Advisors held its Credicorp (BAP) position steady in Q2 2026 at 12 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

JFS Wealth Advisors first reported a position in BAP in Q3 2021 and has held it in 20 quarters since. The position peaked at $9K in Q4 2021. 428 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

JFS Wealth Advisors held 12 shares of Credicorp worth $4.67K as of Q2 2026.
JFS Wealth Advisors left its Credicorp share count unchanged in Q2 2026.
Credicorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1298 holding.
JFS Wealth Advisors first reported a position in Credicorp in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's Credicorp position peaked at $9K in Q4 2021.
428 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.