Position in IBN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$124,345
-$18,724 QoQ
Shares Held
4,801
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $392,564 across 4 Banks - Regional names. IBN ranks #2 (31.7% of the industry book) .
All Filings in IBN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,345 | 4,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $143,069 | 4,801 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $145,134 | 4,801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $161,505 | 4,801 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $151,327 | 4,801 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $143,357 | 4,801 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||