Pinnacle Associates’s Intercorp Financial Services IFS Stock Holding History

Pinnacle Associates’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 Q3	$305K	Hold	5,600	–	–	﹤0.01%	796
2026 Q2	$319K	Sell	5,600 -224	-4%	-$11.1K	﹤0.01%	792
2026 Q1	$292K	Buy	+5,824	New	+$277K	﹤0.01%	809
2025 Q4	–	Sell	-6,808	Closed	-$275K	–	942
2025 Q3	$275K	Buy	+6,808	New	+$263K	﹤0.01%	772

Other funds holding IFS

Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

Pinnacle Associates's IFS Position: Q3 2026 in Review

Pinnacle Associates held its Intercorp Financial Services (IFS) position steady in Q3 2026 at 5,600 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Pinnacle Associates first reported a position in IFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $319K in Q2 2026. 8 funds tracked by Wall St. Rank hold IFS as of Q3 2026.

Pinnacle Associates held 5,600 shares of Intercorp Financial Services worth $305K as of Q3 2026.
Pinnacle Associates left its Intercorp Financial Services share count unchanged in Q3 2026.
Intercorp Financial Services made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #796 holding.
Pinnacle Associates first reported a position in Intercorp Financial Services in Q3 2025 and has held it in 4 quarters since.
Pinnacle Associates's Intercorp Financial Services position peaked at $319K in Q2 2026.
8 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.