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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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. 118 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.
  • 118 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.