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Shelton Capital Management’s Intercorp Financial Services IFS Stock Holding History

Shelton Capital 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
Q2 		– Sell
-6,917
Closed -$347K – 767
2026
Q1 		$347K Sell
6,917
-533
-7% -$25.3K 0.01% 466
2025
Q4 		$316K Hold
7,450
– – 0.01% 482
2025
Q3 		$301K Hold
7,450
– – 0.01% 509
2025
Q2 		$284K Buy
7,450
+52
+0.7% +$1.78K 0.01% 509
2025
Q1 		$245K Buy
+7,398
New +$232K 0.01% 568

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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

Shelton Capital Management's IFS Position: Q2 2026 in Review

Shelton Capital Management sold out of Intercorp Financial Services (IFS) in Q2 2026, closing a stake of 6,917 shares — an estimated $347K sold.

Shelton Capital Management first reported a position in IFS in Q1 2025 and held it in 5 quarters. The position peaked at $347K in Q1 2026. 118 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Shelton Capital Management reported no remaining Intercorp Financial Services position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 6,917 Intercorp Financial Services shares in Q2 2026, an estimated $347K.
  • Shelton Capital Management first reported a position in Intercorp Financial Services in Q1 2025 and held it in 5 quarters.
  • Shelton Capital Management's Intercorp Financial Services position peaked at $347K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.