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Benjamin Edwards Inc’s Intercorp Financial Services IFS Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-9,786
Closed -$415K – 1386
2025
Q4 		$415K Sell
9,786
-891
-8% -$36.6K ﹤0.01% 1007
2025
Q3 		$431K Buy
+10,677
New +$413K ﹤0.01% 975

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

Benjamin Edwards Inc's IFS Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of Intercorp Financial Services (IFS) in Q1 2026, closing a stake of 9,786 shares — an estimated $415K sold.

Benjamin Edwards Inc first reported a position in IFS in Q3 2025 and held it in 2 quarters. The position peaked at $431K in Q3 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Benjamin Edwards Inc reported no remaining Intercorp Financial Services position as of Q1 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 9,786 Intercorp Financial Services shares in Q1 2026, an estimated $415K.
  • Benjamin Edwards Inc first reported a position in Intercorp Financial Services in Q3 2025 and held it in 2 quarters.
  • Benjamin Edwards Inc's Intercorp Financial Services position peaked at $431K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.