Mackenzie Financial’s Intercorp Financial Services IFS Stock Holding History

Mackenzie Financial’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	$647K	Sell	12,895 -263	-2%	-$12.5K	﹤0.01%	1171
2025 Q4	$554K	Buy	13,158 +4,014	+44%	+$165K	﹤0.01%	1201
2025 Q3	$369K	Hold	9,144	–	–	﹤0.01%	1341
2025 Q2	$349K	Hold	9,144	–	–	﹤0.01%	1341
2025 Q1	$303K	Buy	+9,144	New	+$287K	﹤0.01%	1379
2022 Q1	–	Sell	-8,872	Closed	-$234K	–	1454
2021 Q4	$234K	Sell	8,872 -44,318	-83%	-$1.13M	﹤0.01%	1261
2021 Q3	$1.19M	Buy	+53,190	New	+$1.16M	﹤0.01%	887

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

Mackenzie Financial's IFS Position: Q1 2026 in Review

Mackenzie Financial reduced its Intercorp Financial Services (IFS) stake by 2% in Q1 2026, selling an estimated $12.5K and leaving 12,895 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Mackenzie Financial first reported a position in IFS in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.19M in Q3 2021. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

Mackenzie Financial held 12,895 shares of Intercorp Financial Services worth $647K as of Q1 2026.
Mackenzie Financial sold 263 Intercorp Financial Services shares in Q1 2026, an estimated $12.5K.
Intercorp Financial Services made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1171 holding.
Mackenzie Financial first reported a position in Intercorp Financial Services in Q3 2021 and has held it in 7 quarters since.
Mackenzie Financial's Intercorp Financial Services position peaked at $1.19M in Q3 2021.
101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.