Citigroup’s Intercorp Financial Services IFS Stock Holding History

Citigroup’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	$336	Buy	+6	New	+$297	﹤0.01%	5471
2025 Q4	–	Sell	-79	Closed	-$3.16K	–	6241
2025 Q3	$3.16K	Buy	+79	New	+$3.05K	﹤0.01%	5366
2025 Q1	–	Sell	-213,392	Closed	-$6.19M	–	5757
2024 Q4	$6.19M	Hold	213,392	–	–	﹤0.01%	1752
2024 Q3	$5.59M	Buy	213,392 +175,734	+467%	+$4.16M	﹤0.01%	1752
2024 Q2	$845K	Hold	37,658	–	–	﹤0.01%	3028
2024 Q1	$912K	Hold	37,658	–	–	﹤0.01%	3103
2023 Q4	$827K	Hold	37,658	–	–	﹤0.01%	2993
2023 Q3	$848K	Buy	+37,658	New	+$903K	﹤0.01%	2652
2021 Q3	–	Sell	-2,437	Closed	-$61K	–	6032
2021 Q2	$61K	Hold	2,437	–	–	﹤0.01%	4722
2021 Q1	$73K	Hold	2,437	–	–	﹤0.01%	4520
2020 Q4	$79K	Hold	2,437	–	–	﹤0.01%	5722
2020 Q3	$56K	Hold	2,437	–	–	﹤0.01%	5519
2020 Q2	$64K	Hold	2,437	–	–	﹤0.01%	5876
2020 Q1	$68K	Hold	2,437	–	–	﹤0.01%	5682
2019 Q4	$101K	Buy	+2,437	New	+$97.9K	﹤0.01%	5764

Other funds holding IFS

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

PFSRSONJ

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CGA

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

COPPSERS

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

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

SSWM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup's IFS Position: Q2 2026 in Review

Citigroup opened a new position in Intercorp Financial Services (IFS) in Q2 2026: 6 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #5471 among its holdings. This is a return to the name: Citigroup previously reported a position in IFS as recently as Q3 2025.

Citigroup first reported a position in IFS in Q4 2019 and has held it in 15 quarters since. The position peaked at $6.19M in Q4 2024. 23 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

Citigroup held 6 shares of Intercorp Financial Services worth $336 as of Q2 2026.
Intercorp Financial Services was a new Citigroup position in Q2 2026.
Intercorp Financial Services made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5471 holding.
Citigroup first reported a position in Intercorp Financial Services in Q4 2019 and has held it in 15 quarters since.
Citigroup's Intercorp Financial Services position peaked at $6.19M in Q4 2024.
23 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.