Physician Wealth Advisors
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Physician Wealth Advisors’s Credicorp BAP Stock Holding History

Physician Wealth 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
Q3 		$17.1K Hold
45
– – ﹤0.01% 742
2026
Q2 		$17.5K Hold
45
– – ﹤0.01% 710
2026
Q1 		$15.3K Hold
45
– – ﹤0.01% 690
2025
Q4 		$12.9K Hold
45
– – ﹤0.01% 695
2025
Q3 		$12K Hold
45
– – ﹤0.01% 708
2025
Q2 		$10.1K Hold
45
– – ﹤0.01% 645
2025
Q1 		$8.38K Hold
45
– – ﹤0.01% 639
2024
Q4 		$8.25K Buy
+45
New +$8.42K ﹤0.01% 656

Other funds holding BAP

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Physician Wealth Advisors's BAP Position: Q3 2026 in Review

Physician Wealth Advisors held its Credicorp (BAP) position steady in Q3 2026 at 45 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Physician Wealth Advisors first reported a position in BAP in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.5K in Q2 2026. 180 funds tracked by Wall St. Rank hold BAP as of Q3 2026.

  • Physician Wealth Advisors held 45 shares of Credicorp worth $17.1K as of Q3 2026.
  • Physician Wealth Advisors left its Credicorp share count unchanged in Q3 2026.
  • Credicorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #742 holding.
  • Physician Wealth Advisors first reported a position in Credicorp in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Credicorp position peaked at $17.5K in Q2 2026.
  • 180 funds tracked by Wall St. Rank held Credicorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.