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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

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 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. 11 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.
  • 11 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.