Orion Portfolio Solutions’s Credicorp BAP Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.33M	Sell	7,146 -665	-9%	-$123K	0.01%	922
2024 Q4	$1.43M	Sell	7,811 -295	-4%	-$55.2K	0.01%	860
2024 Q3	$1.47M	Buy	8,106 +1,542	+23%	+$263K	0.01%	846
2024 Q2	$1.06M	Sell	6,564 -218	-3%	-$36.1K	0.01%	962
2024 Q1	$1.15M	Buy	6,782 +647	+11%	+$104K	0.01%	930
2023 Q4	$909K	Sell	6,135 -3,340	-35%	-$433K	0.01%	991
2023 Q3	$1.21M	Sell	9,475 -186	-2%	-$27K	0.01%	838
2023 Q2	$1.43M	Buy	9,661 +1,620	+20%	+$222K	0.02%	800
2023 Q1	$1.06M	Buy	+8,041	New	+$1.08M	0.01%	847
2020 Q1	–	Sell	-52	Closed	-$11K	–	1905
2019 Q4	$11K	Buy	+52	New	+$10.9K	﹤0.01%	958

Other funds holding BAP

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

BlackRock New York $5.72T AUM 30.48% 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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Orion Portfolio Solutions's BAP Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Credicorp (BAP) stake by 8.5% in Q1 2025, selling an estimated $123K and leaving 7,146 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #922.

Orion Portfolio Solutions first reported a position in BAP in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.47M in Q3 2024. 346 funds tracked by Wall St. Rank hold BAP as of Q1 2025.

Orion Portfolio Solutions held 7,146 shares of Credicorp worth $1.33M as of Q1 2025.
Orion Portfolio Solutions sold 665 Credicorp shares in Q1 2025, an estimated $123K.
Credicorp made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #922 holding.
Orion Portfolio Solutions first reported a position in Credicorp in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's Credicorp position peaked at $1.47M in Q3 2024.
346 funds tracked by Wall St. Rank held Credicorp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.