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Spire Wealth Management’s Credicorp BAP Stock Holding History

Spire Wealth Management’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
2025
Q4 		– Sell
-156
Closed -$41.5K – 2314
2025
Q3 		$41.5K Buy
+156
New +$38.6K ﹤0.01% 1297
2022
Q3 		– Sell
-117
Closed -$14K – 2201
2022
Q2 		$14K Buy
117
+73
+166% +$10K ﹤0.01% 1791
2022
Q1 		$8K Buy
44
+21
+91% +$3.17K ﹤0.01% 2088
2021
Q4 		$3K Buy
+23
New +$2.82K ﹤0.01% 2676
2021
Q2 		– Sell
-25
Closed -$3K – 2605
2021
Q1 		$3K Buy
+25
New +$3.88K ﹤0.01% 2735

Other funds holding BAP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Spire Wealth Management's BAP Position: Q4 2025 in Review

Spire Wealth Management sold out of Credicorp (BAP) in Q4 2025, closing a stake of 156 shares — an estimated $41.5K sold.

Spire Wealth Management first reported a position in BAP in Q1 2021 and held it in 5 quarters. The position peaked at $41.5K in Q3 2025. 403 funds tracked by Wall St. Rank hold BAP as of Q4 2025.

  • Spire Wealth Management reported no remaining Credicorp position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 156 Credicorp shares in Q4 2025, an estimated $41.5K.
  • Spire Wealth Management first reported a position in Credicorp in Q1 2021 and held it in 5 quarters.
  • Spire Wealth Management's Credicorp position peaked at $41.5K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Credicorp as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.