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WealthCollab’s Intercorp Financial Services IFS Stock Holding History

WealthCollab’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 		$17.1K Hold
341
– – 0.01% 408
2025
Q4 		$14.4K Hold
341
– – 0.01% 466
2025
Q3 		$13.8K Hold
341
– – 0.01% 442
2025
Q2 		$13K Hold
341
– – 0.01% 429
2025
Q1 		$11.3K Hold
341
– – 0.01% 440
2024
Q4 		$10K Buy
+341
New +$9.52K 0.01% 443

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

WealthCollab's IFS Position: Q1 2026 in Review

WealthCollab held its Intercorp Financial Services (IFS) position steady in Q1 2026 at 341 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #408.

WealthCollab first reported a position in IFS in Q4 2024 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • WealthCollab held 341 shares of Intercorp Financial Services worth $17.1K as of Q1 2026.
  • WealthCollab left its Intercorp Financial Services share count unchanged in Q1 2026.
  • Intercorp Financial Services made up 0.01% of WealthCollab's portfolio in Q1 2026, its #408 holding.
  • WealthCollab first reported a position in Intercorp Financial Services in Q4 2024 and has held it in 6 quarters since.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.