Marks Group Wealth Management’s Credicorp BAP Stock Holding History

Marks Group Wealth 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 Q1	$279K	Sell	822 -2	-0.2%	-$670	0.03%	300
2025 Q4	$236K	Sell	824 -28	-3%	-$7.41K	0.02%	313
2025 Q3	$227K	Buy	+852	New	+$211K	0.02%	281
2024 Q4	–	Sell	-1,677	Closed	-$303K	–	287
2024 Q3	$303K	Sell	1,677 -91	-5%	-$15.5K	0.03%	258
2024 Q2	$285K	Sell	1,768 -126	-7%	-$20.8K	0.03%	257
2024 Q1	$321K	Sell	1,894 -106	-5%	-$17.1K	0.03%	259
2023 Q4	$300K	Sell	2,000 -71	-3%	-$9.21K	0.03%	263
2023 Q3	$265K	Hold	2,071	–	–	0.03%	250
2023 Q2	$306K	Buy	+2,071	New	+$284K	0.04%	248

Other funds holding BAP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Marks Group Wealth Management's BAP Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Credicorp (BAP) stake by 0.24% in Q1 2026, selling an estimated $670 and leaving 822 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #300.

Marks Group Wealth Management first reported a position in BAP in Q2 2023 and has held it in 9 quarters since. The position peaked at $321K in Q1 2024. 418 funds tracked by Wall St. Rank hold BAP as of Q1 2026.

Marks Group Wealth Management held 822 shares of Credicorp worth $279K as of Q1 2026.
Marks Group Wealth Management sold 2 Credicorp shares in Q1 2026, an estimated $670.
Credicorp made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #300 holding.
Marks Group Wealth Management first reported a position in Credicorp in Q2 2023 and has held it in 9 quarters since.
Marks Group Wealth Management's Credicorp position peaked at $321K in Q1 2024.
418 funds tracked by Wall St. Rank held Credicorp as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.