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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shelton Capital Management's IFS Position: Q1 2026 in Review

Shelton Capital Management reduced its Intercorp Financial Services (IFS) stake by 7.2% in Q1 2026, selling an estimated $25.3K and leaving 6,917 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #466.

Shelton Capital Management first reported a position in IFS in Q1 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Shelton Capital Management held 6,917 shares of Intercorp Financial Services worth $347K as of Q1 2026.
  • Shelton Capital Management sold 533 Intercorp Financial Services shares in Q1 2026, an estimated $25.3K.
  • Intercorp Financial Services made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #466 holding.
  • Shelton Capital Management first reported a position in Intercorp Financial Services in Q1 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.