PAM
IFS icon

PVG Asset Management’s Intercorp Financial Services IFS Stock Holding History

PVG 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 		$1.41M Hold
24,752
– – 0.82% 40
2026
Q1 		$1.35M Buy
+24,752
New +$1.18M 0.8% 40

Other funds holding IFS

NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return