Sheets Smith Wealth Management
IFS icon

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

Sheets Smith Wealth 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
-10,744
Closed -$612K – 401
2026
Q2 		$612K Hold
10,744
– – 0.06% 275
2026
Q1 		$539K Sell
10,744
-35
-0.3% -$1.66K 0.06% 273
2025
Q4 		$457K Hold
10,779
– – 0.05% 286
2025
Q3 		$435K Hold
10,779
– – 0.05% 297
2025
Q2 		$411K Buy
+10,779
New +$370K 0.05% 304

Other funds holding IFS

Nipun Capital
Nipun Capital Foster City, California $220M AUM 3.21% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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

Sheets Smith Wealth Management's IFS Position: Q3 2026 in Review

Sheets Smith Wealth Management sold out of Intercorp Financial Services (IFS) in Q3 2026, closing a stake of 10,744 shares — an estimated $612K sold.

Sheets Smith Wealth Management first reported a position in IFS in Q2 2025 and held it in 5 quarters. The position peaked at $612K in Q2 2026. 9 funds tracked by Wall St. Rank hold IFS as of Q3 2026.

  • Sheets Smith Wealth Management reported no remaining Intercorp Financial Services position as of Q3 2026 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,744 Intercorp Financial Services shares in Q3 2026, an estimated $612K.
  • Sheets Smith Wealth Management first reported a position in Intercorp Financial Services in Q2 2025 and held it in 5 quarters.
  • Sheets Smith Wealth Management's Intercorp Financial Services position peaked at $612K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.