Caprock Group’s Intercorp Financial Services IFS Stock Holding History

Caprock Group’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	$214K	Buy	+3,755	New	+$186K	﹤0.01%	1146

Other funds holding IFS

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Channing Global Advisors Miami, Florida $193M AUM 43.71% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Caprock Group's IFS Position: Q2 2026 in Review

Caprock Group opened a new position in Intercorp Financial Services (IFS) in Q2 2026: 3,755 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

15 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

Caprock Group held 3,755 shares of Intercorp Financial Services worth $214K as of Q2 2026.
Intercorp Financial Services was a new Caprock Group position in Q2 2026.
Intercorp Financial Services made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1146 holding.
15 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.