Blue Trust Inc
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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
Q3 		– Sell
-867
Closed -$49.4K – 2665
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

Nipun Capital
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Blue Trust Inc's IFS Position: Q3 2026 in Review

Blue Trust Inc sold out of Intercorp Financial Services (IFS) in Q3 2026, closing a stake of 867 shares — an estimated $49.4K sold.

Blue Trust Inc first reported a position in IFS in Q4 2025 and held it in 3 quarters. The position peaked at $111K in Q1 2026. 9 funds tracked by Wall St. Rank hold IFS as of Q3 2026.

  • Blue Trust Inc reported no remaining Intercorp Financial Services position as of Q3 2026 after selling out during the quarter.
  • Blue Trust Inc sold 867 Intercorp Financial Services shares in Q3 2026, an estimated $49.4K.
  • Blue Trust Inc first reported a position in Intercorp Financial Services in Q4 2025 and held it in 3 quarters.
  • Blue Trust Inc's Intercorp Financial Services position peaked at $111K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.