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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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Associates's IFS Position: Q1 2026 in Review

Pinnacle Associates opened a new position in Intercorp Financial Services (IFS) in Q1 2026: 5,824 shares worth $292K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in IFS as recently as Q3 2025.

Pinnacle Associates first reported a position in IFS in Q3 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Pinnacle Associates held 5,824 shares of Intercorp Financial Services worth $292K as of Q1 2026.
  • Intercorp Financial Services was a new Pinnacle Associates position in Q1 2026.
  • Intercorp Financial Services made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #809 holding.
  • Pinnacle Associates first reported a position in Intercorp Financial Services in Q3 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.