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Marshall Financial Group (Maryland)’s Credicorp BAP Stock Holding History

Marshall Financial Group (Maryland)’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 		$220K Sell
565
-2,636
-82% -$901K 0.03% 294
2026
Q1 		$1.09M Buy
3,201
+23
+0.7% +$7.71K 0.17% 107
2025
Q4 		$912K Buy
+3,178
New +$841K 0.18% 130

Other funds holding BAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall Financial Group (Maryland)'s BAP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Credicorp (BAP) stake by 82% in Q2 2026, selling an estimated $901K and leaving 565 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #294.

Marshall Financial Group (Maryland) first reported a position in BAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

  • Marshall Financial Group (Maryland) held 565 shares of Credicorp worth $220K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 2,636 Credicorp shares in Q2 2026, an estimated $901K.
  • Credicorp made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #294 holding.
  • Marshall Financial Group (Maryland) first reported a position in Credicorp in Q4 2025 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s Credicorp position peaked at $1.09M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.