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Sanctuary Advisors’s Intercorp Financial Services IFS Stock Holding History

Sanctuary Advisors’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
2025
Q4 		– Sell
-20,207
Closed -$815K – 2489
2025
Q3 		$815K Buy
+20,207
New +$781K ﹤0.01% 1417

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sanctuary Advisors's IFS Position: Q4 2025 in Review

Sanctuary Advisors sold out of Intercorp Financial Services (IFS) in Q4 2025, closing a stake of 20,207 shares — an estimated $815K sold.

Sanctuary Advisors first reported a position in IFS in Q3 2025 and held it in 1 quarter. The position peaked at $815K in Q3 2025. 96 funds tracked by Wall St. Rank hold IFS as of Q4 2025.

  • Sanctuary Advisors reported no remaining Intercorp Financial Services position as of Q4 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 20,207 Intercorp Financial Services shares in Q4 2025, an estimated $815K.
  • Sanctuary Advisors first reported a position in Intercorp Financial Services in Q3 2025 and held it in 1 quarter.
  • Sanctuary Advisors's Intercorp Financial Services position peaked at $815K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q4 2025.

Based on Sanctuary Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.