Position in HSBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$764,048
-$104,901 QoQ
Shares Held
8,035
-23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#281
of 704 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,456,998 across 2 Banks - Diversified names. HSBC ranks #2 (31.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,172 | $1,692,950 | |
| 2 | HSBC |
Hsbc Holdings PLC
This page
|
8,035 | $764,048 |
All Filings in HSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,048 | 8,035 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $868,949 | 10,534 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $770,966 | 9,800 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $1,042,341 | 14,685 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $955,801 | 15,723 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,035,864 | 18,037 | Shares | Other | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||