Boston Partners’s Intercorp Financial Services IFS Stock Holding History

Boston Partners’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	$1.31M	Buy	26,124 +1,089	+4%	+$51.7K	﹤0.01%	618
2025 Q4	$1.06M	Sell	25,035 -473	-2%	-$19.5K	﹤0.01%	616
2025 Q3	$1.03M	Buy	25,508 +3,210	+14%	+$124K	﹤0.01%	623
2025 Q2	$850K	Sell	22,298 -4,619	-17%	-$159K	﹤0.01%	602
2025 Q1	$892K	Buy	26,917 +1,045	+4%	+$32.8K	﹤0.01%	571
2024 Q4	$759K	Hold	25,872	–	–	﹤0.01%	596
2024 Q3	$676K	Hold	25,872	–	–	﹤0.01%	649
2024 Q2	$580K	Hold	25,872	–	–	﹤0.01%	649
2024 Q1	$616K	Sell	25,872 -8,120	-24%	-$205K	﹤0.01%	659
2023 Q4	$746K	Buy	33,992 +194	+0.6%	+$3.83K	﹤0.01%	578
2023 Q3	$761K	Hold	33,798	–	–	﹤0.01%	580
2023 Q2	$840K	Hold	33,798	–	–	﹤0.01%	558
2023 Q1	$771K	Buy	33,798 +6,303	+23%	+$148K	﹤0.01%	544
2022 Q4	$646K	Buy	+27,495	New	+$637K	﹤0.01%	564

Other funds holding IFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners's IFS Position: Q1 2026 in Review

Boston Partners increased its Intercorp Financial Services (IFS) stake by 4.3% in Q1 2026, buying an estimated $51.7K and bringing the position to 26,124 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Boston Partners first reported a position in IFS in Q4 2022 and has held it in 14 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

Boston Partners held 26,124 shares of Intercorp Financial Services worth $1.31M as of Q1 2026.
Boston Partners bought 1,089 Intercorp Financial Services shares in Q1 2026, an estimated $51.7K.
Intercorp Financial Services made up ﹤0.01% of Boston Partners's portfolio in Q1 2026, its #618 holding.
Boston Partners first reported a position in Intercorp Financial Services in Q4 2022 and has held it in 14 quarters since.
101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.