HI
IFS icon

Helikon Investments’s Intercorp Financial Services IFS Stock Holding History

Helikon Investments’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 		– Sell
-31,223
Closed -$1.32M – 19
2025
Q4 		$1.32M Sell
31,223
-904,475
-97% -$37.2M 0.07% 16
2025
Q3 		$37.7M Sell
935,698
-252,513
-21% -$9.76M 2.58% 11
2025
Q2 		$45.3M Hold
1,188,211
– – 2.81% 10
2025
Q1 		$39.4M Buy
1,188,211
+213,392
+22% +$6.7M 3.01% 9
2024
Q4 		$28.6M Hold
974,819
– – 2.98% 9
2024
Q3 		$25.5M Buy
974,819
+193,474
+25% +$4.58M 2.29% 9
2024
Q2 		$17.5M Buy
781,345
+528,099
+209% +$11.9M 1.61% 10
2024
Q1 		$6.03M Sell
253,246
-48,001
-16% -$1.21M 0.52% 14
2023
Q4 		$6.61M Buy
301,247
+199,359
+196% +$3.93M 0.65% 11
2023
Q3 		$2.29M Buy
101,888
+55,550
+120% +$1.33M 0.28% 15
2023
Q2 		$1.15M Buy
+46,338
New +$1.07M 0.14% 15

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

Helikon Investments's IFS Position: Q1 2026 in Review

Helikon Investments sold out of Intercorp Financial Services (IFS) in Q1 2026, closing a stake of 31,223 shares — an estimated $1.32M sold.

Helikon Investments first reported a position in IFS in Q2 2023 and held it in 11 quarters. The position peaked at $45.3M in Q2 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Helikon Investments reported no remaining Intercorp Financial Services position as of Q1 2026 after selling out during the quarter.
  • Helikon Investments sold 31,223 Intercorp Financial Services shares in Q1 2026, an estimated $1.32M.
  • Helikon Investments first reported a position in Intercorp Financial Services in Q2 2023 and held it in 11 quarters.
  • Helikon Investments's Intercorp Financial Services position peaked at $45.3M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Helikon Investments's 13F filing for Q1 2026, filed 8 May 2026.