Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,481,468
+$607,296 QoQ
Shares Held
26,096
+14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#157
of 704 holders
Holding Since
Mar 2026
2 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, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. HSBC ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,481,468 | 26,096 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,874,172 | 22,720 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||