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O'Shaughnessy Asset Management’s Intercorp Financial Services IFS Stock Holding History

O'Shaughnessy Asset 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
Q2 		$1.1M Buy
19,348
+5,386
+39% +$267K 0.01% 1196
2026
Q1 		$701K Buy
13,962
+2,926
+27% +$139K ﹤0.01% 1359
2025
Q4 		$467K Buy
+11,036
New +$454K ﹤0.01% 1534

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

O'Shaughnessy Asset Management's IFS Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Intercorp Financial Services (IFS) stake by 39% in Q2 2026, buying an estimated $267K and bringing the position to 19,348 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #1196.

O'Shaughnessy Asset Management first reported a position in IFS in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • O'Shaughnessy Asset Management held 19,348 shares of Intercorp Financial Services worth $1.1M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 5,386 Intercorp Financial Services shares in Q2 2026, an estimated $267K.
  • Intercorp Financial Services made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1196 holding.
  • O'Shaughnessy Asset Management first reported a position in Intercorp Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.