Pinnacle Wealth Planning Services
BAP icon

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
Q3 		$12.5K Sell
33
-1
-3% -$384 ﹤0.01% 1990
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's BAP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Credicorp (BAP) stake by 2.9% in Q3 2026, selling an estimated $384 and leaving 33 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Pinnacle Wealth Planning Services first reported a position in BAP in Q4 2020 and has held it in 5 quarters since. The position peaked at $13.2K in Q2 2026. 94 funds tracked by Wall St. Rank hold BAP as of Q3 2026.

  • Pinnacle Wealth Planning Services held 33 shares of Credicorp worth $12.5K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 1 Credicorp share in Q3 2026, an estimated $384.
  • Credicorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1990 holding.
  • Pinnacle Wealth Planning Services first reported a position in Credicorp in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Credicorp position peaked at $13.2K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Credicorp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.