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Evelyn Partners Group Ltd’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

Evelyn Partners Group Ltd’s Portfolio FRA Stock Details FRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.2K Buy
+3,933
New +$43.4K ﹤0.01% 383

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EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

Evelyn Partners Group Ltd's FRA Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in BlackRock Floating Rate Income Strategies Fund (FRA) in Q2 2026: 3,933 shares worth $43.2K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings.

43 funds tracked by Wall St. Rank hold FRA as of Q2 2026.

  • Evelyn Partners Group Ltd held 3,933 shares of BlackRock Floating Rate Income Strategies Fund worth $43.2K as of Q2 2026.
  • BlackRock Floating Rate Income Strategies Fund was a new Evelyn Partners Group Ltd position in Q2 2026.
  • BlackRock Floating Rate Income Strategies Fund made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #383 holding.
  • 43 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Strategies Fund as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.