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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ariel Investments's IFS Position: Q1 2026 in Review

Ariel Investments increased its Intercorp Financial Services (IFS) stake by 34% in Q1 2026, buying an estimated $560K and bringing the position to 46,465 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #93.

Ariel Investments first reported a position in IFS in Q4 2024 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Ariel Investments held 46,465 shares of Intercorp Financial Services worth $2.33M as of Q1 2026.
  • Ariel Investments bought 11,797 Intercorp Financial Services shares in Q1 2026, an estimated $560K.
  • Intercorp Financial Services made up 0.03% of Ariel Investments's portfolio in Q1 2026, its #93 holding.
  • Ariel Investments first reported a position in Intercorp Financial Services in Q4 2024 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Ariel Investments's 13F filing for Q1 2026, filed 14 May 2026.