SWM
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Spire Wealth Management’s Intercorp Financial Services IFS Stock Holding History

Spire 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
Q2 		$5.7K Hold
100
– – ﹤0.01% 1803
2026
Q1 		$5.02K Hold
100
– – ﹤0.01% 1843
2025
Q4 		$4.24K Hold
100
– – ﹤0.01% 1950
2025
Q3 		$4.03K Hold
100
– – ﹤0.01% 2012
2025
Q2 		$3.81K Hold
100
– – ﹤0.01% 2028
2025
Q1 		$3.31K Buy
+100
New +$3.14K ﹤0.01% 2166

Other funds holding IFS

PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
DWM
Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Spire Wealth Management's IFS Position: Q2 2026 in Review

Spire Wealth Management held its Intercorp Financial Services (IFS) position steady in Q2 2026 at 100 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Spire Wealth Management first reported a position in IFS in Q1 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

  • Spire Wealth Management held 100 shares of Intercorp Financial Services worth $5.7K as of Q2 2026.
  • Spire Wealth Management left its Intercorp Financial Services share count unchanged in Q2 2026.
  • Intercorp Financial Services made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1803 holding.
  • Spire Wealth Management first reported a position in Intercorp Financial Services in Q1 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.