MIRABELLA FINANCIAL SERVICES LLP IFS — INTERCORP FINL SVCS INC

Ownership history in MIRABELLA FINANCIAL SERVICES LLP  ·  7 quarters on record

AI Ownership Summary

MIRABELLA FINANCIAL SERVICES LLP reported INTERCORP FINL SVCS INC (IFS) in 7 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows IFS at 0.42% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MIRABELLA FINANCIAL SERVICES LLP'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
2025 Q4

IFS was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% 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
2024 Q3 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.

IFS stock page MIRABELLA FINANCIAL SERVICES LLP fund profile MIRABELLA FINANCIAL SERVICES LLP full holdings
How MIRABELLA FINANCIAL SERVICES LLP held IFS — position size vs. price
% of Fund (quarterly)    IFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 106,981 +9,700 +10.0% 0.42% $4.5M 2026-02-14 (Est.) $45.63
2025 Q3 REDUCED 26.2% +5.6% ❌ 97,281 -34,616 -26.2% 0.33% $3.9M 2025-11-14 $38.08
2025 Q1 ADDED — — — 131,897 +4,100 +3.2% 0.17% $4.4M 2025-05-15 $34.49
2024 Q4 ADDED — — — 127,797 +109,900 +614.1% 0.34% $3.7M 2025-02-13 $30.64
2024 Q3 ADDED — — — 17,897 +644 +3.7% 0.03% $468K 2024-11-13 $26.06
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IFS

As of 2026 Q1 — sorted by position size

CHANNING GLOBAL ADVISORS, LLC 3Y 0.65% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.06% DGS Capital Management, LLC 3Y 0.04% Police & Firemen's Retirement System of New Jersey 0.03% Quent Capital, LLC 3Y 0.01% HSBC HOLDINGS PLC 3Y 7Y 0.01% PINNACLE ASSOCIATES LTD 3Y 7Y 0.0% TEACHER RETIREMENT SYSTEM OF TEXAS 3Y 7Y 0.0% Blue Trust, Inc. 3Y 0.0% Pictet Asset Management Holding SA 0.0%

FAQ About MIRABELLA FINANCIAL SERVICES LLP and IFS

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

How long has MIRABELLA FINANCIAL SERVICES LLP reported owning IFS?

MIRABELLA FINANCIAL SERVICES LLP reported IFS across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IFS position in MIRABELLA FINANCIAL SERVICES LLP's portfolio?

The largest reported portfolio weight for IFS was 0.42% in 2025 Q4.

What is the latest reported IFS position on this page?

The most recent filing on this page is 2025 Q4, when MIRABELLA FINANCIAL SERVICES LLP reported 106,981 shares, equal to 0.42% of portfolio, with an estimated market value of $4.5M.

What does the chart on this IFS ownership page compare?

The chart compares MIRABELLA FINANCIAL SERVICES LLP'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.

How well did MIRABELLA FINANCIAL SERVICES LLP time their IFS position?

Based on 13F filing dates vs. subsequent IFS price moves, MIRABELLA FINANCIAL SERVICES LLP correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on IFS relative to SPY over the holding period was +50.8%.

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