Franklin Resources
IFS icon

Franklin Resources’s Intercorp Financial Services IFS Stock Holding History

Franklin Resources’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 		$62.1M Sell
1,236,182
-60,228
-5% -$2.86M 0.02% 577
2025
Q4 		$54.9M Sell
1,296,410
-51,360
-4% -$2.11M 0.01% 610
2025
Q3 		$54.4M Sell
1,347,770
-132,991
-9% -$5.14M 0.01% 607
2025
Q2 		$56.5M Sell
1,480,761
-199,449
-12% -$6.85M 0.02% 593
2025
Q1 		$55.7M Sell
1,680,210
-308,782
-16% -$9.7M 0.02% 572
2024
Q4 		$58.4M Sell
1,988,992
-82,429
-4% -$2.3M 0.02% 566
2024
Q3 		$56M Sell
2,071,421
-32,984
-2% -$781K 0.02% 560
2024
Q2 		$47.2M Sell
2,104,405
-91,960
-4% -$2.07M 0.01% 570
2024
Q1 		$52.3M Sell
2,196,365
-488,306
-18% -$12.4M 0.02% 558
2023
Q4 		$58.9M Sell
2,684,671
-58,200
-2% -$1.15M 0.03% 456
2023
Q3 		$61.8M Sell
2,742,871
-49,911
-2% -$1.2M 0.03% 443
2023
Q2 		$69.4M Buy
2,792,782
+148
+0% +$3.4K 0.03% 443
2023
Q1 		$63.7M Sell
2,792,634
-62,961
-2% -$1.48M 0.03% 462
2022
Q4 		$67.1M Sell
2,855,595
-114,320
-4% -$2.65M 0.03% 453
2022
Q3 		$59.6M Buy
2,969,915
+151,644
+5% +$3.45M 0.03% 475
2022
Q2 		$65.9M Buy
2,818,271
+29,061
+1% +$801K 0.03% 483
2022
Q1 		$96.4M Sell
2,789,210
-415,551
-13% -$13.2M 0.04% 445
2021
Q4 		$84.5M Buy
3,204,761
+25,217
+0.8% +$644K 0.03% 502
2021
Q3 		$71M Buy
3,179,544
+737,900
+30% +$16.1M 0.03% 554
2021
Q2 		$61.5M Buy
2,441,644
+277,906
+13% +$7.65M 0.02% 582
2021
Q1 		$65.3M Buy
2,163,738
+2,151,938
+18,237% +$69.5M 0.03% 539
2020
Q4 		$382K Hold
11,800
– – ﹤0.01% 1595
2020
Q3 		$273K Hold
11,800
– – ﹤0.01% 1597
2020
Q2 		$314K Hold
11,800
– – ﹤0.01% 1452
2020
Q1 		$327K Hold
11,800
– – ﹤0.01% 1378
2019
Q4 		$487K Buy
+11,800
New +$474K ﹤0.01% 1365

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.76B 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 $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources's IFS Position: Q1 2026 in Review

Franklin Resources reduced its Intercorp Financial Services (IFS) stake by 4.6% in Q1 2026, selling an estimated $2.86M and leaving 1,236,182 shares worth $62.1M. The position accounts for 0.02% of the portfolio, ranked #577.

Franklin Resources first reported a position in IFS in Q4 2019 and has held it in 26 quarters since. The position peaked at $96.4M in Q1 2022. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Franklin Resources held 1,236,182 shares of Intercorp Financial Services worth $62.1M as of Q1 2026.
  • Franklin Resources sold 60,228 Intercorp Financial Services shares in Q1 2026, an estimated $2.86M.
  • Intercorp Financial Services made up 0.02% of Franklin Resources's portfolio in Q1 2026, its #577 holding.
  • Franklin Resources first reported a position in Intercorp Financial Services in Q4 2019 and has held it in 26 quarters since.
  • Franklin Resources's Intercorp Financial Services position peaked at $96.4M in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.