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Ariel Investments’s Intercorp Financial Services IFS Stock Holding History

Ariel Investments’s Portfolio IFS Stock Details IFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-46,465
Closed -$2.33M – 109
2026
Q1 		$2.33M Buy
46,465
+11,797
+34% +$560K 0.03% 93
2025
Q4 		$1.47M Buy
34,668
+2,490
+8% +$102K 0.02% 99
2025
Q3 		$1.3M Buy
32,178
+3,444
+12% +$133K 0.01% 100
2025
Q2 		$1.1M Buy
28,734
+10,213
+55% +$351K 0.01% 97
2025
Q1 		$614K Buy
18,521
+9,426
+104% +$296K 0.01% 101
2024
Q4 		$267K Buy
+9,095
New +$254K ﹤0.01% 108

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ariel Investments's IFS Position: Q2 2026 in Review

Ariel Investments sold out of Intercorp Financial Services (IFS) in Q2 2026, closing a stake of 46,465 shares — an estimated $2.33M sold.

Ariel Investments first reported a position in IFS in Q4 2024 and held it in 6 quarters. The position peaked at $2.33M in Q1 2026. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Ariel Investments reported no remaining Intercorp Financial Services position as of Q2 2026 after selling out during the quarter.
  • Ariel Investments sold 46,465 Intercorp Financial Services shares in Q2 2026, an estimated $2.33M.
  • Ariel Investments first reported a position in Intercorp Financial Services in Q4 2024 and held it in 6 quarters.
  • Ariel Investments's Intercorp Financial Services position peaked at $2.33M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Ariel Investments's 13F filing for Q2 2026, filed 14 Aug 2026.