Position in MA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$68,712,487
New position
Shares Held
133,786
first reported quarter
Ownership
0.015%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#361
of 3,555 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 84%
Shared 16%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Evelyn Partners Group Ltd holds $245,859,085 across 5 Credit Services names. MA ranks #2 (27.9% of the industry book) .
All Filings in MA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,712,487 | 133,786 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||