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HighMark Wealth Management’s Intercorp Financial Services IFS Stock Holding History

HighMark Wealth 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
2025
Q4 		– Sell
-43
Closed -$1.74K – 619
2025
Q3 		$1.74K Buy
+43
New +$1.66K ﹤0.01% 494

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HighMark Wealth Management's IFS Position: Q4 2025 in Review

HighMark Wealth Management sold out of Intercorp Financial Services (IFS) in Q4 2025, closing a stake of 43 shares — an estimated $1.74K sold.

HighMark Wealth Management first reported a position in IFS in Q3 2025 and held it in 1 quarter. The position peaked at $1.74K in Q3 2025. 96 funds tracked by Wall St. Rank hold IFS as of Q4 2025.

  • HighMark Wealth Management reported no remaining Intercorp Financial Services position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 43 Intercorp Financial Services shares in Q4 2025, an estimated $1.74K.
  • HighMark Wealth Management first reported a position in Intercorp Financial Services in Q3 2025 and held it in 1 quarter.
  • HighMark Wealth Management's Intercorp Financial Services position peaked at $1.74K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.