PVG Asset Management
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
Q3 		– Sell
-24,752
Closed -$1.41M – 136
2026
Q2 		$1.41M Hold
24,752
– – 0.81% 40
2026
Q1 		$1.35M Buy
+24,752
New +$1.18M 0.8% 40

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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Clark Wealth Partners
Clark Wealth Partners O'fallon, Illinois $193M AUM 14.97% 1-Year Est. Return

PVG Asset Management's IFS Position: Q3 2026 in Review

PVG Asset Management sold out of Intercorp Financial Services (IFS) in Q3 2026, closing a stake of 24,752 shares — an estimated $1.41M sold.

PVG Asset Management first reported a position in IFS in Q1 2026 and held it in 2 quarters. The position peaked at $1.41M in Q2 2026. 9 funds tracked by Wall St. Rank hold IFS as of Q3 2026.

  • PVG Asset Management reported no remaining Intercorp Financial Services position as of Q3 2026 after selling out during the quarter.
  • PVG Asset Management sold 24,752 Intercorp Financial Services shares in Q3 2026, an estimated $1.41M.
  • PVG Asset Management first reported a position in Intercorp Financial Services in Q1 2026 and held it in 2 quarters.
  • PVG Asset Management's Intercorp Financial Services position peaked at $1.41M in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2026.

Based on PVG Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.