Mount Yale Investment Advisors’s Credicorp BAP Stock Holding History

Mount Yale Investment Advisors’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	$802K	Sell	2,060 -120	-6%	-$41K	0.01%	647
2026 Q1	$739K	Buy	2,180 +622	+40%	+$209K	0.02%	594
2025 Q4	$447K	Buy	+1,558	New	+$413K	0.02%	488
2025 Q3	–	Sell	-601	Closed	-$134K	–	759
2025 Q2	$134K	Buy	+601	New	+$122K	0.01%	609
2019 Q1	–	Sell	-1,093	Closed	-$258K	–	315
2018 Q4	$258K	Buy	+1,093	New	+$242K	0.05%	274

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

Mount Yale Investment Advisors's BAP Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Credicorp (BAP) stake by 5.5% in Q2 2026, selling an estimated $41K and leaving 2,060 shares worth $802K. The position accounts for 0.01% of the portfolio, ranked #647.

Mount Yale Investment Advisors first reported a position in BAP in Q4 2018 and has held it in 5 quarters since. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

Mount Yale Investment Advisors held 2,060 shares of Credicorp worth $802K as of Q2 2026.
Mount Yale Investment Advisors sold 120 Credicorp shares in Q2 2026, an estimated $41K.
Credicorp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #647 holding.
Mount Yale Investment Advisors first reported a position in Credicorp in Q4 2018 and has held it in 5 quarters since.
429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.