IFS β€” INTERCORP FINANCIAL SERVICES INC

Ownership history in GLOBEFLEX CAPITAL L P  Β·  4 quarters on record

AI Ownership Summary

GLOBEFLEX CAPITAL L P reported INTERCORP FINANCIAL SERVICES INC (IFS) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.79% in 2025 Q4. The latest visible filing shows IFS at 2.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBEFLEX CAPITAL L P's position in INTERCORP FINANCIAL SERVICES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IFS was reported at 2.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GLOBEFLEX CAPITAL L P held IFS β€” position size vs. price
% of Fund (quarterly)    IFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 429,545 +64,047 +17.5% 2.79% $18.2M 2026-02-14 (Est.) $47.50
2025 Q3 UNCHANGED 365,498 β€” 0% 2.27% $14.7M 2025-11-12 $41.65
2025 Q2 ADDED 365,498 +355,282 +3477.7% 1.15% $13.9M 2025-08-14 $38.71
2025 Q1 INITIATED 10,216 β€” β€” 0.03% $338K 2025-05-12 $34.27

FAQ About GLOBEFLEX CAPITAL L P and IFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLOBEFLEX CAPITAL L P reported owning IFS?

GLOBEFLEX CAPITAL L P reported IFS across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported IFS position in GLOBEFLEX CAPITAL L P's portfolio?

The largest reported portfolio weight for IFS was 2.79% in 2025 Q4.

What is the latest reported IFS position on this page?

The most recent filing on this page is 2025 Q4, when GLOBEFLEX CAPITAL L P reported 429,545 shares, equal to 2.79% of portfolio, with an estimated market value of $18.2M.

What does the chart on this IFS ownership page compare?

The chart compares GLOBEFLEX CAPITAL L P's quarterly IFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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