Itau Unibanco Holding S.A.’s Intercorp Financial Services IFS Stock Holding History

Itau Unibanco Holding S.A.’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	-33,170	Closed	-$1.4M	–	399
2025 Q4	$1.4M	Sell	33,170 -17,450	-34%	-$718K	0.03%	132
2025 Q3	$2.04M	Buy	+50,620	New	+$1.96M	0.07%	95
2025 Q2	–	Sell	-43,310	Closed	-$1.44M	–	404
2025 Q1	$1.44M	Buy	+43,310	New	+$1.36M	0.05%	123
2020 Q2	–	Sell	-245,999	Closed	-$6.82M	–	285
2020 Q1	$6.82M	Sell	245,999 -20,201	-8%	-$764K	0.54%	31
2019 Q4	$11M	Sell	266,200 -23,800	-8%	-$957K	0.56%	35
2019 Q3	$12M	Buy	+290,000	New	+$11.9M	0.65%	31

Other funds holding IFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IFS Position: Q1 2026 in Review

Itau Unibanco Holding S.A. sold out of Intercorp Financial Services (IFS) in Q1 2026, closing a stake of 33,170 shares — an estimated $1.4M sold.

Itau Unibanco Holding S.A. first reported a position in IFS in Q3 2019 and held it in 6 quarters. The position peaked at $12M in Q3 2019. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

Itau Unibanco Holding S.A. reported no remaining Intercorp Financial Services position as of Q1 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 33,170 Intercorp Financial Services shares in Q1 2026, an estimated $1.4M.
Itau Unibanco Holding S.A. first reported a position in Intercorp Financial Services in Q3 2019 and held it in 6 quarters.
Itau Unibanco Holding S.A.'s Intercorp Financial Services position peaked at $12M in Q3 2019.
101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.