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Root Financial Partners’s Credicorp BAP Stock Holding History

Root Financial Partners’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 		– Sell
-12
Closed -$4.07K – 682
2026
Q1 		$4.07K Buy
+12
New +$4.02K ﹤0.01% 2023

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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

Root Financial Partners's BAP Position: Q2 2026 in Review

Root Financial Partners sold out of Credicorp (BAP) in Q2 2026, closing a stake of 12 shares — an estimated $4.07K sold.

Root Financial Partners first reported a position in BAP in Q1 2026 and held it in 1 quarter. The position peaked at $4.07K in Q1 2026. 428 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

  • Root Financial Partners reported no remaining Credicorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 12 Credicorp shares in Q2 2026, an estimated $4.07K.
  • Root Financial Partners first reported a position in Credicorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Credicorp position peaked at $4.07K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.