SHELTON CAPITAL MANAGEMENT
Position in IFS — Intercorp Financial Services Inc.
CIK 1002784
Denver, CO
Position in IFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$347,233
+$31,651 QoQ
Shares Held
6,917
-7.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026SHELTON CAPITAL MANAGEMENT holds $17,763,512 across 27 Banks - Regional names. IFS ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
22,577 | $4,698,047 | |
| 2 | TFC |
Truist Financial Corp
|
91,276 | $4,195,957 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
|
10,954 | $671,699 | |
| 4 | HDB |
Hdfc Bank Ltd
|
24,990 | $621,751 | |
| 5 | ITUB |
Itau Unibanco Holding S.A.
|
65,260 | $546,878 | |
| 6 | USB |
US Bancorp De
|
10,243 | $532,738 | |
| 7 | MFG |
Mizuho Financial Group Inc
|
61,132 | $485,388 | |
| 8 | EWBC |
East West Bancorp Inc
|
4,455 | $475,615 |
All Filings in IFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,233 | 6,917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $315,582 | 7,450 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $300,533 | 7,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $284,068 | 7,450 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $245,095 | 7,398 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||