IFS β€” INTERCORP FINL SVCS INC

Ownership history in HighMark Wealth Management LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in INTERCORP FINL SVCS INC (IFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    IFS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 43 β€” β€” 0.00% $2K $40.34

🏒 Other funds also holding IFS

As of 2025 Q4 β€” sorted by position size

GLOBEFLEX CAPITAL L P 3Y 7Y 2.79% NWI MANAGEMENT LP 3Y 7Y 1.98% MIRABELLA FINANCIAL SERVICES LLP 3Y 0.42% Nipun Capital, L.P. 0.4% CHANNING GLOBAL ADVISORS, LLC 3Y 0.39% PDT Partners, LLC 3Y 7Y 0.24% Precision Wealth Strategies, LLC 3Y 0.21% DRIEHAUS CAPITAL MANAGEMENT LLC 3Y 7Y 0.09% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.07% Helikon Investments Ltd 3Y 0.07%
← Back to HighMark Wealth Management LLC Holdings