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JFS Wealth Advisors’s Intercorp Financial Services IFS Stock Holding History

JFS Wealth Advisors’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
Q2 		$114 Hold
2
– – ﹤0.01% 2216
2026
Q1 		$101 Hold
2
– – ﹤0.01% 1844
2025
Q4 		$85 Hold
2
– – ﹤0.01% 1888
2025
Q3 		$81 Hold
2
– – ﹤0.01% 1853
2025
Q2 		$77 Hold
2
– – ﹤0.01% 1820
2025
Q1 		$67 Hold
2
– – ﹤0.01% 1888
2024
Q4 		$59 Buy
2
+1
+100% +$28 ﹤0.01% 1905
2024
Q3 		$27 Buy
+1
New +$24 ﹤0.01% 1949

Other funds holding IFS

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

JFS Wealth Advisors's IFS Position: Q2 2026 in Review

JFS Wealth Advisors held its Intercorp Financial Services (IFS) position steady in Q2 2026 at 2 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #2216.

JFS Wealth Advisors first reported a position in IFS in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • JFS Wealth Advisors held 2 shares of Intercorp Financial Services worth $114 as of Q2 2026.
  • JFS Wealth Advisors left its Intercorp Financial Services share count unchanged in Q2 2026.
  • Intercorp Financial Services made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2216 holding.
  • JFS Wealth Advisors first reported a position in Intercorp Financial Services in Q3 2024 and has held it in 8 quarters since.
  • 11 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.