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PDS Planning’s Credicorp BAP Stock Holding History

PDS Planning’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 		$310K Buy
795
+1
+0.1% +$342 0.02% 422
2026
Q1 		$269K Sell
794
-17
-2% -$5.7K 0.02% 427
2025
Q4 		$233K Buy
811
+1
+0.1% +$265 0.02% 458
2025
Q3 		$216K Buy
+810
New +$200K 0.01% 475

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

PDS Planning's BAP Position: Q2 2026 in Review

PDS Planning increased its Credicorp (BAP) stake by 0.13% in Q2 2026, buying an estimated $342 and bringing the position to 795 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #422.

PDS Planning first reported a position in BAP in Q3 2025 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

  • PDS Planning held 795 shares of Credicorp worth $310K as of Q2 2026.
  • PDS Planning bought 1 Credicorp share in Q2 2026, an estimated $342.
  • Credicorp made up 0.02% of PDS Planning's portfolio in Q2 2026, its #422 holding.
  • PDS Planning first reported a position in Credicorp in Q3 2025 and has held it in 4 quarters since.
  • 429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.