Cornerstone Planning Group’s Intercorp Financial Services IFS Stock Holding History

Cornerstone Planning 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	$2.75K	Hold	46	–	–	﹤0.01%	1238
2026 Q1	$2.05K	Hold	46	–	–	﹤0.01%	1293
2025 Q4	$2.26K	Hold	46	–	–	﹤0.01%	1171
2025 Q3	$1.97K	Hold	46	–	–	﹤0.01%	1165
2025 Q2	$1.67K	Hold	46	–	–	﹤0.01%	991
2025 Q1	$1.48K	Hold	46	–	–	﹤0.01%	1051
2024 Q4	$1.35K	Hold	46	–	–	﹤0.01%	894
2024 Q3	$1.25K	Hold	46	–	–	﹤0.01%	883
2024 Q2	$1.02K	Buy	+46	New	+$1.04K	﹤0.01%	933

Other funds holding IFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cornerstone Planning Group's IFS Position: Q2 2026 in Review

Cornerstone Planning Group held its Intercorp Financial Services (IFS) position steady in Q2 2026 at 46 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Cornerstone Planning Group first reported a position in IFS in Q2 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

Cornerstone Planning Group held 46 shares of Intercorp Financial Services worth $2.75K as of Q2 2026.
Cornerstone Planning Group left its Intercorp Financial Services share count unchanged in Q2 2026.
Intercorp Financial Services made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1238 holding.
Cornerstone Planning Group first reported a position in Intercorp Financial Services in Q2 2024 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.