United Financial Planning Group’s Credicorp BAP Stock Holding History

United Financial Planning Group’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	$11.7K	Buy	+30	New	+$10.3K	0.01%	231

Other funds holding BAP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Financial Planning Group's BAP Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Credicorp (BAP) in Q2 2026: 30 shares worth $11.7K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

428 funds tracked by Wall St. Rank hold BAP as of Q2 2026.

United Financial Planning Group held 30 shares of Credicorp worth $11.7K as of Q2 2026.
Credicorp was a new United Financial Planning Group position in Q2 2026.
Credicorp made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #231 holding.
428 funds tracked by Wall St. Rank held Credicorp as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.