EverSource Wealth Advisors’s Intercorp Financial Services IFS Stock Holding History

EverSource Wealth Advisors’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	$30.5K	Buy	536 +399	+291%	+$19.8K	﹤0.01%	2132
2026 Q1	$6.88K	Buy	137 +93	+211%	+$4.42K	﹤0.01%	3108
2025 Q4	$1.86K	Sell	44 -36	-45%	-$1.48K	﹤0.01%	3527
2025 Q3	$3.23K	Buy	+80	New	+$3.09K	﹤0.01%	3337
2023 Q4	–	Sell	-22	Closed	-$495	–	2690
2023 Q3	$495	Hold	22	–	–	﹤0.01%	2371
2023 Q2	$546	Hold	22	–	–	﹤0.01%	2334
2023 Q1	$502	Buy	+22	New	+$518	﹤0.01%	2227

Other funds holding IFS

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

EverSource Wealth Advisors's IFS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Intercorp Financial Services (IFS) stake by 291% in Q2 2026, buying an estimated $19.8K and bringing the position to 536 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

EverSource Wealth Advisors first reported a position in IFS in Q1 2023 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

EverSource Wealth Advisors held 536 shares of Intercorp Financial Services worth $30.5K as of Q2 2026.
EverSource Wealth Advisors bought 399 Intercorp Financial Services shares in Q2 2026, an estimated $19.8K.
Intercorp Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2132 holding.
EverSource Wealth Advisors first reported a position in Intercorp Financial Services in Q1 2023 and has held it in 7 quarters since.
29 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.