Lord, Abbett & Co
IFS icon

Lord, Abbett & Co’s Intercorp Financial Services IFS Stock Holding History

Lord, Abbett & Co’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 		$14.8M Sell
294,610
-45,135
-13% -$2.14M 0.05% 315
2025
Q4 		$14.4M Sell
339,745
-3,964
-1% -$163K 0.04% 323
2025
Q3 		$13.9M Buy
343,709
+23,714
+7% +$916K 0.04% 337
2025
Q2 		$12.2M Sell
319,995
-3,671
-1% -$126K 0.04% 351
2025
Q1 		$10.7M Buy
323,666
+43,535
+16% +$1.37M 0.04% 360
2024
Q4 		$8.22M Buy
280,131
+78,822
+39% +$2.2M 0.03% 408
2024
Q3 		$5.26M Buy
201,309
+11,612
+6% +$275K 0.02% 476
2024
Q2 		$4.25M Buy
189,697
+1,978
+1% +$44.6K 0.01% 474
2024
Q1 		$4.47M Buy
187,719
+2,329
+1% +$58.9K 0.01% 486
2023
Q4 		$4.07M Buy
185,390
+3,214
+2% +$63.4K 0.01% 482
2023
Q3 		$4.1M Sell
182,176
-5,760
-3% -$138K 0.02% 486
2023
Q2 		$4.67M Buy
187,936
+3,272
+2% +$75.3K 0.02% 487
2023
Q1 		$4.21M Buy
184,664
+32,862
+22% +$773K 0.02% 489
2022
Q4 		$3.57M Buy
151,802
+23,177
+18% +$537K 0.01% 521
2022
Q3 		$2.58M Sell
128,625
-19,033
-13% -$433K 0.01% 525
2022
Q2 		$3.46M Buy
+147,658
New +$4.07M 0.01% 522
2021
Q2 		– Sell
-11,046
Closed -$330K – 667
2021
Q1 		$330K Hold
11,046
– – ﹤0.01% 626
2020
Q4 		$357K Buy
+11,046
New +$287K ﹤0.01% 647

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

Lord, Abbett & Co's IFS Position: Q1 2026 in Review

Lord, Abbett & Co reduced its Intercorp Financial Services (IFS) stake by 13% in Q1 2026, selling an estimated $2.14M and leaving 294,610 shares worth $14.8M. The position accounts for 0.05% of the portfolio, ranked #315.

Lord, Abbett & Co first reported a position in IFS in Q4 2020 and has held it in 18 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Lord, Abbett & Co held 294,610 shares of Intercorp Financial Services worth $14.8M as of Q1 2026.
  • Lord, Abbett & Co sold 45,135 Intercorp Financial Services shares in Q1 2026, an estimated $2.14M.
  • Intercorp Financial Services made up 0.05% of Lord, Abbett & Co's portfolio in Q1 2026, its #315 holding.
  • Lord, Abbett & Co first reported a position in Intercorp Financial Services in Q4 2020 and has held it in 18 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.