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Legacy Financial Advisors’s Credicorp BAP Stock Holding History

Legacy Financial 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
-852
Closed -$227K – 396
2025
Q3 		$227K Sell
852
-187
-18% -$46.3K 0.03% 379
2025
Q2 		$232K Buy
+1,039
New +$211K 0.04% 312

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

Legacy Financial Advisors's BAP Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Credicorp (BAP) in Q4 2025, closing a stake of 852 shares — an estimated $227K sold.

Legacy Financial Advisors first reported a position in BAP in Q2 2025 and held it in 2 quarters. The position peaked at $232K in Q2 2025. 403 funds tracked by Wall St. Rank hold BAP as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Credicorp position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 852 Credicorp shares in Q4 2025, an estimated $227K.
  • Legacy Financial Advisors first reported a position in Credicorp in Q2 2025 and held it in 2 quarters.
  • Legacy Financial Advisors's Credicorp position peaked at $232K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Credicorp as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.