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Kingswood Wealth Advisors’s Credicorp BAP Stock Holding History

Kingswood 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
2025
Q4 		– Sell
-1,351
Closed -$360K – 871
2025
Q3 		$360K Buy
+1,351
New +$334K 0.02% 567

Other funds holding BAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Kingswood Wealth Advisors's BAP Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Credicorp (BAP) in Q4 2025, closing a stake of 1,351 shares — an estimated $360K sold.

Kingswood Wealth Advisors first reported a position in BAP in Q3 2025 and held it in 1 quarter. The position peaked at $360K in Q3 2025. 403 funds tracked by Wall St. Rank hold BAP as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Credicorp position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,351 Credicorp shares in Q4 2025, an estimated $360K.
  • Kingswood Wealth Advisors first reported a position in Credicorp in Q3 2025 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Credicorp position peaked at $360K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Credicorp as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.