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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
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

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

Pinnacle Associates's IFS Position: Q2 2026 in Review

Pinnacle Associates reduced its Intercorp Financial Services (IFS) stake by 3.8% in Q2 2026, selling an estimated $11.1K and leaving 5,600 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Pinnacle Associates first reported a position in IFS in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Pinnacle Associates held 5,600 shares of Intercorp Financial Services worth $319K as of Q2 2026.
  • Pinnacle Associates sold 224 Intercorp Financial Services shares in Q2 2026, an estimated $11.1K.
  • Intercorp Financial Services made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #792 holding.
  • Pinnacle Associates first reported a position in Intercorp Financial Services in Q3 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 Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.