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Globeflex Capital’s Intercorp Financial Services IFS Stock Holding History

Globeflex Capital’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 		$21.6M Hold
429,545
– – 3.26% 1
2025
Q4 		$18.2M Buy
429,545
+64,047
+18% +$2.63M 2.79% 1
2025
Q3 		$14.7M Hold
365,498
– – 2.27% 1
2025
Q2 		$13.9M Buy
365,498
+355,282
+3,478% +$12.2M 1.15% 20
2025
Q1 		$338K Buy
+10,216
New +$321K 0.03% 286

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Globeflex Capital's IFS Position: Q1 2026 in Review

Globeflex Capital held its Intercorp Financial Services (IFS) position steady in Q1 2026 at 429,545 shares worth $21.6M. The position accounts for 3.26% of the portfolio, ranked #1.

Globeflex Capital first reported a position in IFS in Q1 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Globeflex Capital held 429,545 shares of Intercorp Financial Services worth $21.6M as of Q1 2026.
  • Globeflex Capital left its Intercorp Financial Services share count unchanged in Q1 2026.
  • Intercorp Financial Services made up 3.26% of Globeflex Capital's portfolio in Q1 2026, its #1 holding.
  • Globeflex Capital first reported a position in Intercorp Financial Services in Q1 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.