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Intercorp Financial Services shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Intercorp Financial Services (IFS) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Intercorp Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Intercorp Financial Services held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intercorp Financial Services by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $81 2 40.50
2025-06-30 $77 2 38.50
2025-03-31 $67 2 33.50
2024-12-31 $59 2 29.50
2024-09-30 $27 1 27.00

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Intercorp Financial Services

FMR
Franklin Resources
Acadian Asset Management
NWI Management
BlackRock
Helikon Investments
Jpmorgan Chase & Co
Arrowstreet Capital, Limited Partnership
Schroder Investment Management Group
Principal Financial Group
Millennium Management
William Blair Investment Management
Globeflex Capital
Marshall Wace
Morgan Stanley

View all funds holding Intercorp Financial Services