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Dogwood Wealth Management’s Intercorp Financial Services IFS Stock Holding History

Dogwood Wealth Management’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 		$2.45K Sell
43
-25
-37% -$1.24K ﹤0.01% 632
2026
Q1 		$3.41K Buy
+68
New +$3.23K ﹤0.01% 548

Other funds holding IFS

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
NC
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Dogwood Wealth Management's IFS Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Intercorp Financial Services (IFS) stake by 37% in Q2 2026, selling an estimated $1.24K and leaving 43 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Dogwood Wealth Management first reported a position in IFS in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.41K in Q1 2026. 11 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Dogwood Wealth Management held 43 shares of Intercorp Financial Services worth $2.45K as of Q2 2026.
  • Dogwood Wealth Management sold 25 Intercorp Financial Services shares in Q2 2026, an estimated $1.24K.
  • Intercorp Financial Services made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #632 holding.
  • Dogwood Wealth Management first reported a position in Intercorp Financial Services in Q1 2026 and has held it in 2 quarters since.
  • Dogwood Wealth Management's Intercorp Financial Services position peaked at $3.41K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.