Position in HSBC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$341,182
+$55,602 QoQ
Shares Held
3,588
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#407
of 704 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $67,483,226 across 8 Banks - Diversified names. HSBC ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
114,604 | $37,513,326 | |
| 2 | BAC |
Bank Of America Corp /De/
|
311,456 | $17,746,762 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
24,828 | $3,590,377 | |
| 4 | RY |
Royal Bank Of Canada
|
13,248 | $2,741,938 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
27,837 | $2,300,448 | |
| 6 | C |
Citigroup Inc
|
14,612 | $2,045,094 | |
| 7 | TD |
Toronto Dominion Bank
|
9,916 | $1,204,099 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
3,588 | $341,182 |
All Filings in HSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,182 | 3,588 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $285,580 | 3,462 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $311,533 | 3,960 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $264,826 | 3,731 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $238,904 | 3,930 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $224,379 | 3,907 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||