IFS
Intercorp Financial Services Inc. · Financial Services · Banks - Regional
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom +3.2% ·
netto nieuwe posities +6.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +6 | 11.67M | $664.13M | +7 | −1 |
| Q1 2026 | 45 | -1 | 11.15M | $558.50M | +2 | −3 |
| Q4 2025 | 44 | 0 | 10.60M | $449.20M | — | — |
| Q3 2025 | 15 | +1 | 6.56M | $264.54M | +1 | — |
| Q2 2025 | 11 | +1 | 4.65M | $177.31M | +1 | — |
| Q1 2025 | 8 | +1 | 974.84K | $32.30M | +1 | — |
| Q4 2024 | 7 | 0 | 1.24M | $36.43M | — | — |
| Q3 2024 | 6 | 0 | 433.07K | $11.32M | — | — |
| Q2 2024 | 6 | — | 381.26K | $8.54M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 2.12M | -2.1% | $85.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 2.12M | -2.1% | $85.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 2.12M | -2.1% | $85.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 1.18M | — | $47.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 984.69K | +9.1% | $39.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 984.69K | +9.1% | $39.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 984.69K | +9.1% | $39.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passief) | 984.69K | +9.1% | $39.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passief) | 984.69K | +9.1% | $39.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 984.69K | +9.1% | $39.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 581.25K | +15.6% | $23.45M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 420.40K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 420.40K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 420.40K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 420.40K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 383.63K | +105.0% | $15.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Marshall Wace ✦ | 357.53K | -31.1% | $14.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 25 | Marshall Wace ✦ | 357.53K | -31.1% | $14.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 26 | Marshall Wace ✦ | 357.53K | -31.1% | $14.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 27 | Marshall Wace ✦ | 357.53K | -31.1% | $14.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passief) | 303.14K | +57.3% | $12.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 104.46K | — | $4.21M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Point72 Asset Management ✦ | 38.02K | +2.8% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wellington Management ✦ | 29.33K | Nieuw | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 32 | Geode Capital Management ✦ (passief) | 22.33K | +8.2% | $900,953 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passief) | 22.33K | +8.2% | $900,953 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 34 | Dodge & Cox ✦ | 17.39K | 0.0% | $701,553 | 0.0% | Held | 6 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 8.14K | -11.9% | $328,247 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 7.31K | -92.2% | $294,845 | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Wellington Management | $1.18M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 100 houders, 16.57M aandelen, $707.55M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.