Y-Intercept (HK)’s Intercorp Financial Services IFS Stock Holding History

Y-Intercept (HK)’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	$371K	Buy	+6,521	New	+$323K	0.01%	1403
2026 Q1	–	Sell	-46,038	Closed	-$1.95M	–	1783
2025 Q4	$1.95M	Buy	46,038 +34,542	+300%	+$1.42M	0.04%	638
2025 Q3	$464K	Sell	11,496 -2,049	-15%	-$79.2K	0.01%	1267
2025 Q2	$516K	Buy	+13,545	New	+$465K	0.01%	1190

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

CGA

Channing Global Advisors Miami, Florida $193M AUM 43.71% 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

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Y-Intercept (HK)'s IFS Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Intercorp Financial Services (IFS) in Q2 2026: 6,521 shares worth $371K. The stake represents 0.01% of the portfolio and ranks #1403 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IFS as recently as Q4 2025.

Y-Intercept (HK) first reported a position in IFS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.95M in Q4 2025. 15 funds tracked by Wall St. Rank hold IFS as of Q2 2026.

Y-Intercept (HK) held 6,521 shares of Intercorp Financial Services worth $371K as of Q2 2026.
Intercorp Financial Services was a new Y-Intercept (HK) position in Q2 2026.
Intercorp Financial Services made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1403 holding.
Y-Intercept (HK) first reported a position in Intercorp Financial Services in Q2 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s Intercorp Financial Services position peaked at $1.95M in Q4 2025.
15 funds tracked by Wall St. Rank held Intercorp Financial Services as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.