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Precision Wealth Strategies’s Intercorp Financial Services IFS Stock Holding History

Precision Wealth Strategies’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 		– Sell
-14,951
Closed -$633K – 172
2025
Q4 		$633K Buy
+14,951
New +$615K 0.21% 106

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

Precision Wealth Strategies's IFS Position: Q1 2026 in Review

Precision Wealth Strategies sold out of Intercorp Financial Services (IFS) in Q1 2026, closing a stake of 14,951 shares — an estimated $633K sold.

Precision Wealth Strategies first reported a position in IFS in Q4 2025 and held it in 1 quarter. The position peaked at $633K in Q4 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Precision Wealth Strategies reported no remaining Intercorp Financial Services position as of Q1 2026 after selling out during the quarter.
  • Precision Wealth Strategies sold 14,951 Intercorp Financial Services shares in Q1 2026, an estimated $633K.
  • Precision Wealth Strategies first reported a position in Intercorp Financial Services in Q4 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's Intercorp Financial Services position peaked at $633K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.