Cornerstone Planning Group
IFS icon

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
Q3 		– Sell
-46
Closed -$2.75K – 887
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

NC
Nipun Capital Foster City, California $220M AUM 3.21% 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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CWP
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Cornerstone Planning Group's IFS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Intercorp Financial Services (IFS) in Q3 2026, closing a stake of 46 shares — an estimated $2.75K sold.

Cornerstone Planning Group first reported a position in IFS in Q2 2024 and held it in 9 quarters. The position peaked at $2.75K in Q2 2026. 6 funds tracked by Wall St. Rank hold IFS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Intercorp Financial Services position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 46 Intercorp Financial Services shares in Q3 2026, an estimated $2.75K.
  • Cornerstone Planning Group first reported a position in Intercorp Financial Services in Q2 2024 and held it in 9 quarters.
  • Cornerstone Planning Group's Intercorp Financial Services position peaked at $2.75K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.