BTI
IFS icon

Blue Trust Inc’s Intercorp Financial Services IFS Stock Holding History

Blue Trust 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
Q2 		$49.4K Sell
867
-1,351
-61% -$67K ﹤0.01% 1358
2026
Q1 		$111K Hold
2,218
– – ﹤0.01% 978
2025
Q4 		$94K Buy
+2,218
New +$91.2K ﹤0.01% 1095

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

Blue Trust Inc's IFS Position: Q2 2026 in Review

Blue Trust Inc reduced its Intercorp Financial Services (IFS) stake by 61% in Q2 2026, selling an estimated $67K and leaving 867 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Blue Trust Inc first reported a position in IFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $111K in Q1 2026. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Blue Trust Inc held 867 shares of Intercorp Financial Services worth $49.4K as of Q2 2026.
  • Blue Trust Inc sold 1,351 Intercorp Financial Services shares in Q2 2026, an estimated $67K.
  • Intercorp Financial Services made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1358 holding.
  • Blue Trust Inc first reported a position in Intercorp Financial Services in Q4 2025 and has held it in 3 quarters since.
  • Blue Trust Inc's Intercorp Financial Services position peaked at $111K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.