Wellington Management Group
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Wellington Management Group’s Intercorp Financial Services IFS Stock Holding History

Wellington Management Group’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 		– Sell
-43,521
Closed -$1.84M – 1940
2025
Q4 		$1.84M Buy
43,521
+14,190
+48% +$584K ﹤0.01% 1613
2025
Q3 		$1.18M Buy
+29,331
New +$1.13M ﹤0.01% 1741

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

Wellington Management Group's IFS Position: Q1 2026 in Review

Wellington Management Group sold out of Intercorp Financial Services (IFS) in Q1 2026, closing a stake of 43,521 shares — an estimated $1.84M sold.

Wellington Management Group first reported a position in IFS in Q3 2025 and held it in 2 quarters. The position peaked at $1.84M in Q4 2025. 101 funds tracked by Wall St. Rank hold IFS as of Q1 2026.

  • Wellington Management Group reported no remaining Intercorp Financial Services position as of Q1 2026 after selling out during the quarter.
  • Wellington Management Group sold 43,521 Intercorp Financial Services shares in Q1 2026, an estimated $1.84M.
  • Wellington Management Group first reported a position in Intercorp Financial Services in Q3 2025 and held it in 2 quarters.
  • Wellington Management Group's Intercorp Financial Services position peaked at $1.84M in Q4 2025.
  • 101 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q1 2026.

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