Evelyn Partners Group Ltd’s iShares S&P 100 ETF OEF Stock Holding History

Evelyn Partners Group Ltd’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Buy	+2,926	New	+$1.05M	﹤0.01%	228

Other funds holding OEF

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Evelyn Partners Group Ltd opened a new position in iShares S&P 100 ETF (OEF) in Q2 2026: 2,926 shares worth $400K. The stake represents ﹤0.01% of the portfolio and ranks #228 among its holdings.

684 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Evelyn Partners Group Ltd held 2,926 shares of iShares S&P 100 ETF worth $400K as of Q2 2026.
iShares S&P 100 ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
iShares S&P 100 ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #228 holding.
684 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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