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Measured Wealth Private Client Group’s Credicorp BAP Stock Holding History

Measured Wealth Private Client Group’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 		$590K Sell
1,514
-102
-6% -$34.9K 0.14% 104
2026
Q1 		$548K Sell
1,616
-74
-4% -$24.8K 0.15% 94
2025
Q4 		$485K Buy
1,690
+180
+12% +$47.7K 0.13% 100
2025
Q3 		$402K Buy
1,510
+81
+6% +$20K 0.11% 119
2025
Q2 		$319K Buy
+1,429
New +$290K 0.1% 137

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 $3.37T AUM 44.26% 1-Year Est. Return

Measured Wealth Private Client Group's BAP Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Credicorp (BAP) stake by 6.3% in Q2 2026, selling an estimated $34.9K and leaving 1,514 shares worth $590K. The position accounts for 0.14% of the portfolio, ranked #104.

Measured Wealth Private Client Group first reported a position in BAP in Q2 2025 and has held it in 5 quarters since. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

  • Measured Wealth Private Client Group held 1,514 shares of Credicorp worth $590K as of Q2 2026.
  • Measured Wealth Private Client Group sold 102 Credicorp shares in Q2 2026, an estimated $34.9K.
  • Credicorp made up 0.14% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #104 holding.
  • Measured Wealth Private Client Group first reported a position in Credicorp in Q2 2025 and has held it in 5 quarters since.
  • 429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.