Evelyn Partners Asset Management Ltd
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 405,814
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 308 | 405,814 | 13F-HR | Evelyn Partners Asset Management Ltd |
| Q4 2025 | 2/13/2026 | 284 | 426,262 | 13F-HR | Evelyn Partners Asset Management Ltd |
| Q3 2025 | 11/14/2025 | 280 | 442,937 | 13F-HR | Evelyn Partners Asset Management Ltd |
| Q2 2025 | 11/26/2025 | 237 | 394,536 | 13F-HR/A - RESTATEMENT | Evelyn Partners Asset Management Ltd |
| Q2 2025 | 8/12/2025 | 136 | 222,265 | 13F-HR | Evelyn Partners Asset Management Ltd |
| Q1 2025 | 12/8/2025 | 248 | 358,981 | 13F-HR/A - RESTATEMENT | Evelyn Partners Asset Management Ltd |
| Q1 2025 | 8/4/2025 | 102 | 160,001 | 13F-HR | Evelyn Partners Asset Management Ltd |
| Q4 2024 | 12/11/2025 | 245 | 371,492 | 13F-HR | Evelyn Partners Asset Management Ltd |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 242 K | 59.6% | 0 | 75.05 K | -75.05 K |
| ETFs | 163.8 K | 40.4% | 54.61 K | 0 | 54.61 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
405,814
Holdings
308
QoQ value change ($000)
-20,448
(-4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.