IFS β€” INTERCORP FINL SVCS INC

Ownership history in JFS WEALTH ADVISORS, LLC  Β·  7 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported INTERCORP FINL SVCS INC (IFS) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows IFS at 0.00% 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 JFS WEALTH ADVISORS, LLC's position in INTERCORP FINL SVCS 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
2026 Q1

IFS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 JFS WEALTH ADVISORS, LLC held IFS β€” position size vs. price
% of Fund (quarterly)    IFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2 β€” 0% 0.00% $101 2026-04-21 $47.70
2025 Q4 UNCHANGED 2 β€” 0% 0.00% $85 2026-01-14 $45.35
2025 Q3 UNCHANGED 2 β€” 0% 0.00% $81 2025-11-10 $40.65
2025 Q2 UNCHANGED 2 β€” 0% 0.00% $77 2025-07-24 $36.85
2025 Q1 UNCHANGED 2 β€” 0% 0.00% $67 2025-04-22 $30.64
2024 Q4 ADDED 2 +1 +100.0% 0.00% $59 2025-01-31 $28.86
2024 Q3 INITIATED 1 β€” β€” 0.00% $27 2024-10-25 $26.26

FAQ About JFS WEALTH ADVISORS, LLC and IFS

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

How long has JFS WEALTH ADVISORS, LLC reported owning IFS?

JFS WEALTH ADVISORS, LLC reported IFS across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IFS position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IFS was 0.00% in 2026 Q1.

What is the latest reported IFS position on this page?

The most recent filing on this page is 2026 Q1, when JFS WEALTH ADVISORS, LLC reported 2 shares, equal to 0.00% of portfolio, with an estimated market value of $101.

What does the chart on this IFS ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC'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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