Morgan Stanley
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Morgan Stanley’s Intercorp Financial Services IFS Stock Holding History

Morgan Stanley’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 		$27.1M Sell
539,045
-129,640
-19% -$6.16M ﹤0.01% 2661
2025
Q4 		$28.3M Buy
668,685
+248,283
+59% +$10.2M ﹤0.01% 2616
2025
Q3 		$17M Buy
420,402
+65,491
+18% +$2.53M ﹤0.01% 3035
2025
Q2 		$13.5M Buy
354,911
+8,642
+2% +$297K ﹤0.01% 3159
2025
Q1 		$11.5M Buy
346,269
+117,991
+52% +$3.71M ﹤0.01% 3218
2024
Q4 		$6.7M Buy
228,278
+111,670
+96% +$3.12M ﹤0.01% 3737
2024
Q3 		$3.05M Sell
116,608
-16,353
-12% -$387K ﹤0.01% 4354
2024
Q2 		$2.98M Buy
132,961
+63,783
+92% +$1.44M ﹤0.01% 4298
2024
Q1 		$1.65M Sell
69,178
-86,152
-55% -$2.18M ﹤0.01% 4691
2023
Q4 		$3.41M Buy
155,330
+102,714
+195% +$2.03M ﹤0.01% 4626
2023
Q3 		$1.18M Sell
52,616
-12,946
-20% -$310K ﹤0.01% 4698
2023
Q2 		$1.63M Buy
65,562
+21,007
+47% +$483K ﹤0.01% 4550
2023
Q1 		$1.02M Sell
44,555
-37,479
-46% -$882K ﹤0.01% 4847
2022
Q4 		$1.93M Sell
82,034
-2,929
-3% -$67.9K ﹤0.01% 4496
2022
Q3 		$1.7M Sell
84,963
-4,159
-5% -$94.6K ﹤0.01% 4543
2022
Q2 		$2.09M Buy
89,122
+46,985
+112% +$1.3M ﹤0.01% 4507
2022
Q1 		$1.46M Buy
42,137
+2,582
+7% +$82.2K ﹤0.01% 4740
2021
Q4 		$1.04M Sell
39,555
-17,787
-31% -$454K ﹤0.01% 5038
2021
Q3 		$1.28M Buy
57,342
+38,356
+202% +$836K ﹤0.01% 4889
2021
Q2 		$477K Buy
18,986
+2,033
+12% +$56K ﹤0.01% 5551
2021
Q1 		$507K Buy
16,953
+15,079
+805% +$487K ﹤0.01% 5145
2020
Q4 		$61K Sell
1,874
-365
-16% -$9.49K ﹤0.01% 6092
2020
Q3 		$52K Buy
2,239
+972
+77% +$24.4K ﹤0.01% 5712
2020
Q2 		$33K Buy
+1,267
New +$33.2K ﹤0.01% 5831
2019
Q4 		– Sell
-220
Closed -$9K – 6693
2019
Q3 		$9K Buy
+220
New +$9.03K ﹤0.01% 6240

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley's IFS Position: Q1 2026 in Review

Morgan Stanley reduced its Intercorp Financial Services (IFS) stake by 19% in Q1 2026, selling an estimated $6.16M and leaving 539,045 shares worth $27.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Morgan Stanley first reported a position in IFS in Q3 2019 and has held it in 25 quarters since. The position peaked at $28.3M in Q4 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Morgan Stanley held 539,045 shares of Intercorp Financial Services worth $27.1M as of Q1 2026.
  • Morgan Stanley sold 129,640 Intercorp Financial Services shares in Q1 2026, an estimated $6.16M.
  • Intercorp Financial Services made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2661 holding.
  • Morgan Stanley first reported a position in Intercorp Financial Services in Q3 2019 and has held it in 25 quarters since.
  • Morgan Stanley's Intercorp Financial Services position peaked at $28.3M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.