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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

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

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. 118 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.
  • 118 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.