Schroder Investment Management Group
IFS icon

Schroder Investment Management Group’s Intercorp Financial Services IFS Stock Holding History

Schroder Investment Management Group’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 		$39.6M Sell
695,294
-104,872
-13% -$5.2M 0.03% 405
2026
Q1 		$40.2M Buy
800,166
+49,538
+7% +$2.35M 0.03% 369
2025
Q4 		$31.8M Buy
750,628
+191,217
+34% +$7.86M 0.02% 409
2025
Q3 		$22.6M Buy
559,411
+48,624
+10% +$1.88M 0.02% 508
2025
Q2 		$19.5M Sell
510,787
-133,162
-21% -$4.57M 0.02% 513
2025
Q1 		$21.3M Sell
643,949
-164,015
-20% -$5.15M 0.02% 484
2024
Q4 		$23.7M Sell
807,964
-13,061
-2% -$364K 0.02% 486
2024
Q3 		$21.5M Buy
821,025
+252,751
+44% +$5.99M 0.02% 497
2024
Q2 		$12.7M Sell
568,274
-78,041
-12% -$1.76M 0.01% 592
2024
Q1 		$15.4M Sell
646,315
-106,281
-14% -$2.69M 0.02% 554
2023
Q4 		$16.5M Buy
752,596
+31,842
+4% +$628K 0.02% 526
2023
Q3 		$16.2M Buy
720,754
+25,601
+4% +$614K 0.02% 499
2023
Q2 		$17.3M Buy
695,153
+3,733
+0.5% +$85.9K 0.02% 505
2023
Q1 		$15.8M Sell
691,420
-71,947
-9% -$1.69M 0.02% 526
2022
Q4 		$17.9M Buy
763,367
+69,978
+10% +$1.62M 0.03% 500
2022
Q3 		$13.9M Buy
693,389
+349,562
+102% +$7.95M 0.02% 528
2022
Q2 		$8.05M Buy
343,827
+19,566
+6% +$540K 0.01% 694
2022
Q1 		$11M Buy
324,261
+57,039
+21% +$1.82M 0.01% 645
2021
Q4 		$7.05M Buy
267,222
+125,380
+88% +$3.2M 0.01% 675
2021
Q3 		$3.17M Sell
141,842
-74,908
-35% -$1.63M ﹤0.01% 878
2021
Q2 		$5.45M Sell
216,750
-137,519
-39% -$3.79M 0.01% 809
2021
Q1 		$10.6M Buy
354,269
+163,666
+86% +$5.28M 0.01% 654
2020
Q4 		$6.17M Buy
+190,603
New +$4.96M 0.01% 756

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group's IFS Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Intercorp Financial Services (IFS) stake by 13% in Q2 2026, selling an estimated $5.2M and leaving 695,294 shares worth $39.6M. The position accounts for 0.03% of the portfolio, ranked #405.

Schroder Investment Management Group first reported a position in IFS in Q4 2020 and has held it in 23 quarters since. The position peaked at $40.2M in Q1 2026. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Schroder Investment Management Group held 695,294 shares of Intercorp Financial Services worth $39.6M as of Q2 2026.
  • Schroder Investment Management Group sold 104,872 Intercorp Financial Services shares in Q2 2026, an estimated $5.2M.
  • Intercorp Financial Services made up 0.03% of Schroder Investment Management Group's portfolio in Q2 2026, its #405 holding.
  • Schroder Investment Management Group first reported a position in Intercorp Financial Services in Q4 2020 and has held it in 23 quarters since.
  • Schroder Investment Management Group's Intercorp Financial Services position peaked at $40.2M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.