LWAM
BAP icon

Legacy Wealth Asset Management’s Credicorp BAP Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$1.23M Sell
3,235
-66
-2% -$25.4K 0.27% 107
2026
Q2 		$1.29M Sell
3,301
-90
-3% -$30.8K 0.28% 95
2026
Q1 		$1.15M Sell
3,391
-92
-3% -$30.8K 0.28% 93
2025
Q4 		$1,000K Sell
3,483
-138
-4% -$36.5K 0.25% 117
2025
Q3 		$964K Sell
3,621
-96
-3% -$23.7K 0.23% 118
2025
Q2 		$831K Sell
3,717
-140
-4% -$28.4K 0.21% 121
2025
Q1 		$718K Sell
3,857
-81
-2% -$15K 0.2% 155
2024
Q4 		$722K Sell
3,938
-75
-2% -$14K 0.2% 152
2024
Q3 		$726K Buy
4,013
+1
+0% +$171 0.19% 155
2024
Q2 		$647K Buy
4,012
+35
+0.9% +$5.79K 0.18% 169
2024
Q1 		$674K Buy
3,977
+25
+0.6% +$4.02K 0.19% 159
2023
Q4 		$593K Sell
3,952
-6
-0.2% -$778 0.19% 176
2023
Q3 		$507K Buy
+3,958
New +$575K 0.19% 193

Other funds holding BAP

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Legacy Wealth Asset Management's BAP Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Credicorp (BAP) stake by 2% in Q3 2026, selling an estimated $25.4K and leaving 3,235 shares worth $1.23M. The position accounts for 0.27% of the portfolio, ranked #107.

Legacy Wealth Asset Management first reported a position in BAP in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.29M in Q2 2026. 11 funds tracked by Wall St. Rank hold BAP as of Q3 2026.

  • Legacy Wealth Asset Management held 3,235 shares of Credicorp worth $1.23M as of Q3 2026.
  • Legacy Wealth Asset Management sold 66 Credicorp shares in Q3 2026, an estimated $25.4K.
  • Credicorp made up 0.27% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #107 holding.
  • Legacy Wealth Asset Management first reported a position in Credicorp in Q3 2023 and has held it in 13 quarters since.
  • Legacy Wealth Asset Management's Credicorp position peaked at $1.29M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Credicorp as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.