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Sheets Smith Investment Management’s Intercorp Financial Services IFS Stock Holding History

Sheets Smith Investment 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
2025
Q3 		$1.04M Buy
25,829
+61
+0.2% +$2.36K 0.68% 57
2025
Q2 		$983K Buy
+25,768
New +$884K 0.86% 60

Other funds holding IFS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sheets Smith Investment Management's IFS Position: Q3 2025 in Review

Sheets Smith Investment Management increased its Intercorp Financial Services (IFS) stake by 0.24% in Q3 2025, buying an estimated $2.36K and bringing the position to 25,829 shares worth $1.04M. The position accounts for 0.68% of the portfolio, ranked #57.

Sheets Smith Investment Management first reported a position in IFS in Q2 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold IFS as of Q3 2025.

  • Sheets Smith Investment Management held 25,829 shares of Intercorp Financial Services worth $1.04M as of Q3 2025.
  • Sheets Smith Investment Management bought 61 Intercorp Financial Services shares in Q3 2025, an estimated $2.36K.
  • Intercorp Financial Services made up 0.68% of Sheets Smith Investment Management's portfolio in Q3 2025, its #57 holding.
  • Sheets Smith Investment Management first reported a position in Intercorp Financial Services in Q2 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.