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Pinnacle Wealth Planning Services’s Credicorp BAP Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.2K Hold
34
– – ﹤0.01% 1960
2026
Q1 		$11.5K Sell
34
-7
-17% -$2.35K ﹤0.01% 1949
2025
Q4 		$11.8K Buy
+41
New +$10.9K ﹤0.01% 1951
2021
Q1 		– Sell
-7
Closed -$1K – 502
2020
Q4 		$1K Buy
+7
New +$971 ﹤0.01% 2056

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

Pinnacle Wealth Planning Services's BAP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Credicorp (BAP) position steady in Q2 2026 at 34 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Pinnacle Wealth Planning Services first reported a position in BAP in Q4 2020 and has held it in 4 quarters since. 429 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 34 shares of Credicorp worth $13.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Credicorp share count unchanged in Q2 2026.
  • Credicorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1960 holding.
  • Pinnacle Wealth Planning Services first reported a position in Credicorp in Q4 2020 and has held it in 4 quarters since.
  • 429 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.