Dodge & Cox
IFS icon

Dodge & Cox’s Intercorp Financial Services IFS Stock Holding History

Dodge & Cox’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 		$873K Hold
17,391
– – ﹤0.01% 184
2025
Q4 		$737K Hold
17,391
– – ﹤0.01% 183
2025
Q3 		$702K Hold
17,391
– – ﹤0.01% 185
2025
Q2 		$663K Sell
17,391
-7,778
-31% -$267K ﹤0.01% 187
2025
Q1 		$834K Sell
25,169
-700
-3% -$22K ﹤0.01% 176
2024
Q4 		$759K Hold
25,869
– – ﹤0.01% 181
2024
Q3 		$676K Sell
25,869
-1,141
-4% -$27K ﹤0.01% 179
2024
Q2 		$605K Hold
27,010
– – ﹤0.01% 180
2024
Q1 		$643K Hold
27,010
– – ﹤0.01% 177
2023
Q4 		$593K Buy
+27,010
New +$533K ﹤0.01% 179

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Acadian Asset Management
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
NM
NWI Management New York $1.63B AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return