NWI Management’s Intercorp Financial Services IFS Stock Holding History

NWI Management’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	$51M	Hold	1,022,210	–	–	2.9%	12
2025 Q4	$43.1M	Hold	1,022,210	–	–	1.98%	15
2025 Q3	$40.9M	Hold	1,022,210	–	–	2.18%	16
2025 Q2	$38.6M	Hold	1,022,210	–	–	2%	16
2025 Q1	$34.1M	Hold	1,022,210	–	–	4.28%	8
2024 Q4	$29.6M	Hold	1,022,210	–	–	1.3%	18
2024 Q3	$26.8M	Hold	1,022,210	–	–	0.7%	16
2024 Q2	$22.9M	Hold	1,022,210	–	–	0.84%	9
2024 Q1	$24.8M	Hold	1,022,210	–	–	0.76%	11
2023 Q4	$22.5M	Hold	1,022,210	–	–	0.56%	13
2023 Q3	$23.1M	Hold	1,022,210	–	–	1.13%	11
2023 Q2	$25.2M	Hold	1,022,210	–	–	4.54%	5
2023 Q1	$23.4M	Hold	1,022,210	–	–	2.58%	12
2022 Q4	$24.4M	Hold	1,022,210	–	–	5.4%	5
2022 Q3	$20.4M	Hold	1,022,210	–	–	3.59%	7
2022 Q2	$23.4M	Hold	1,022,210	–	–	1.4%	15
2022 Q1	$34.7M	Hold	1,022,210	–	–	3.97%	5
2021 Q4	$27.4M	Hold	1,022,210	–	–	1.8%	15
2021 Q3	$22.7M	Hold	1,022,210	–	–	1.41%	17
2021 Q2	$25.8M	Hold	1,022,210	–	–	1.59%	16
2021 Q1	$30.9M	Hold	1,022,210	–	–	2.57%	13
2020 Q4	$31.6M	Hold	1,022,210	–	–	3.14%	12
2020 Q3	$24M	Hold	1,022,210	–	–	2.09%	12
2020 Q2	$27M	Hold	1,022,210	–	–	2.14%	12
2020 Q1	$30.6M	Hold	1,022,210	–	–	2.59%	11
2019 Q4	$41.8M	Buy	+1,022,210	New	+$41.1M	1.72%	15

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

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

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

NWI Management's IFS Position: Q1 2026 in Review

NWI Management held its Intercorp Financial Services (IFS) position steady in Q1 2026 at 1,022,210 shares worth $51M. The position accounts for 2.9% of the portfolio, ranked #12.

NWI Management first reported a position in IFS in Q4 2019 and has held it in 26 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

NWI Management held 1,022,210 shares of Intercorp Financial Services worth $51M as of Q1 2026.
NWI Management left its Intercorp Financial Services share count unchanged in Q1 2026.
Intercorp Financial Services made up 2.9% of NWI Management's portfolio in Q1 2026, its #12 holding.
NWI Management first reported a position in Intercorp Financial Services in Q4 2019 and has held it in 26 quarters since.
101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.