Position in MA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,273,539
-$8,582,059 QoQ
Shares Held
64,591
-9.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.88%
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 MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $140,099,175 across 5 Credit Services names. MA ranks #2 (23.0% of the industry book) .
All Filings in MA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,273,539 | 64,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,855,598 | 71,566 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,506,666 | 71,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,461,674 | 70,224 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $36,664,294 | 66,891 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $36,179,571 | 68,708 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||