SEI Investments’s Intercorp Financial Services IFS Stock Holding History

SEI Investments’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	$1.07M	Buy	21,337 +2,618	+14%	+$124K	﹤0.01%	2321
2025 Q4	$793K	Sell	18,719 -7,075	-27%	-$291K	﹤0.01%	2287
2025 Q3	$1.04M	Sell	25,794 -9,072	-26%	-$351K	﹤0.01%	1957
2025 Q2	$1.33M	Buy	34,866 +8,097	+30%	+$278K	﹤0.01%	1807
2025 Q1	$887K	Buy	26,769 +19,533	+270%	+$614K	﹤0.01%	1956
2024 Q4	$212K	Buy	+7,236	New	+$202K	﹤0.01%	2462

Other funds holding IFS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments's IFS Position: Q1 2026 in Review

SEI Investments increased its Intercorp Financial Services (IFS) stake by 14% in Q1 2026, buying an estimated $124K and bringing the position to 21,337 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

SEI Investments first reported a position in IFS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q2 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

SEI Investments held 21,337 shares of Intercorp Financial Services worth $1.07M as of Q1 2026.
SEI Investments bought 2,618 Intercorp Financial Services shares in Q1 2026, an estimated $124K.
Intercorp Financial Services made up ﹤0.01% of SEI Investments's portfolio in Q1 2026, its #2321 holding.
SEI Investments first reported a position in Intercorp Financial Services in Q4 2024 and has held it in 6 quarters since.
SEI Investments's Intercorp Financial Services position peaked at $1.33M in Q2 2025.
101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.