ENVESTNET ASSET MANAGEMENT INC
Position in IFS — Intercorp Financial Services Inc.
CIK 1407543
Berwyn, PA
Position in IFS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,925,020
+$7,079 QoQ
Shares Held
33,796
-11.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 118 holders
Holding Since
Mar 2023
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 Jun 30, 2026ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. IFS ranks #81 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,103,553 | $517,936,819 | |
| 2 | USB |
US Bancorp De
|
6,349,309 | $383,498,263 | |
| 3 | TFC |
Truist Financial Corp
|
3,124,345 | $155,654,867 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,186,210 | $123,236,657 | |
| 5 | IBN |
Icici Bank Ltd
|
2,774,649 | $80,548,060 | |
| 6 | MTB |
M&T Bank Corp
|
318,844 | $75,888,060 | |
| 7 | LYG |
Lloyds Banking Group plc
|
12,564,633 | $73,251,810 | |
| 8 | WTFC |
Wintrust Financial Corp
|
430,179 | $69,138,368 |
All Filings in IFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,925,020 | 33,796 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,917,941 | 38,206 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $1,454,014 | 36,044 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,432,239 | 37,562 | Shares | Sole | 2025-08-01 | |
| 2023-03-31 | $946,710 | 41,486 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||