Envestnet Asset Management’s Intercorp Financial Services IFS Stock Holding History

Envestnet Asset 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	$1.93M	Sell	33,796 -4,410	-12%	-$219K	﹤0.01%	3182
2026 Q1	$1.92M	Buy	+38,206	New	+$1.82M	﹤0.01%	3041
2025 Q4	–	Sell	-36,044	Closed	-$1.45M	–	4562
2025 Q3	$1.45M	Sell	36,044 -1,518	-4%	-$58.7K	﹤0.01%	3108
2025 Q2	$1.43M	Buy	+37,562	New	+$1.29M	﹤0.01%	3042
2023 Q2	–	Sell	-41,486	Closed	-$947K	–	4019
2023 Q1	$947K	Buy	+41,486	New	+$976K	﹤0.01%	2713

Other funds holding IFS

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

CGA

Channing Global Advisors Miami, Florida $193M AUM 43.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Envestnet Asset Management's IFS Position: Q2 2026 in Review

Envestnet Asset Management reduced its Intercorp Financial Services (IFS) stake by 12% in Q2 2026, selling an estimated $219K and leaving 33,796 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

Envestnet Asset Management first reported a position in IFS in Q1 2023 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

Envestnet Asset Management held 33,796 shares of Intercorp Financial Services worth $1.93M as of Q2 2026.
Envestnet Asset Management sold 4,410 Intercorp Financial Services shares in Q2 2026, an estimated $219K.
Intercorp Financial Services made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3182 holding.
Envestnet Asset Management first reported a position in Intercorp Financial Services in Q1 2023 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.