Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,647,780
+$912,356 QoQ
Shares Held
27,845
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#149
of 704 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MAI Capital Management holds $299,676,874 across 18 Banks - Diversified names. HSBC ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
549,021 | $179,711,043 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,192,229 | $67,933,207 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
225,268 | $18,616,147 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
86,727 | $12,541,591 | |
| 5 | C |
Citigroup Inc
|
78,905 | $11,043,543 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
27,845 | $2,647,780 | |
| 7 | RY |
Royal Bank Of Canada
|
6,443 | $1,333,507 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
5,715 | $1,009,840 |
All Filings in HSBC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,647,780 | 27,845 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,735,424 | 21,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,724,839 | 21,925 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,567,948 | 22,090 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,509,780 | 24,836 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,247,551 | 21,723 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,056,861 | 21,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $974,522 | 21,565 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,354,285 | 31,133 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,164,819 | 29,594 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,076,458 | 26,553 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,037,363 | 26,289 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,047,949 | 26,450 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $886,390 | 25,971 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $718,674 | 23,064 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $508,365 | 19,500 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||