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 Q2	$292K	Sell	750 -72	-9%	-$24.6K	0.03%	319
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 $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

Marks Group Wealth Management's BAP Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Credicorp (BAP) stake by 8.8% in Q2 2026, selling an estimated $24.6K and leaving 750 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #319.

Marks Group Wealth Management first reported a position in BAP in Q2 2023 and has held it in 10 quarters since. The position peaked at $321K in Q1 2024. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

Marks Group Wealth Management held 750 shares of Credicorp worth $292K as of Q2 2026.
Marks Group Wealth Management sold 72 Credicorp shares in Q2 2026, an estimated $24.6K.
Credicorp made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #319 holding.
Marks Group Wealth Management first reported a position in Credicorp in Q2 2023 and has held it in 10 quarters since.
Marks Group Wealth Management's Credicorp position peaked at $321K in Q1 2024.
429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.