Position in HSBC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,408,913
+$311,935 QoQ
Shares Held
25,333
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#160
of 704 holders
Holding Since
Mar 2021
22 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, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $125,232,337 across 18 Banks - Diversified names. HSBC ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,875 | $32,037,423 | |
| 2 | BAC |
Bank Of America Corp /De/
|
397,722 | $22,662,199 | |
| 3 | C |
Citigroup Inc
|
156,204 | $21,862,311 | |
| 4 | UBS |
UBS Group AG
|
269,605 | $13,361,623 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
33,612 | $4,860,630 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
228,544 | $4,545,739 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
47,147 | $3,896,227 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
148,899 | $3,511,038 |
All Filings in HSBC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,408,913 | 25,333 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,096,978 | 25,421 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,841,586 | 23,409 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,648,013 | 23,218 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $1,449,902 | 23,851 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,311,816 | 22,842 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $941,520 | 19,036 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $798,371 | 17,667 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $643,191 | 14,786 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $601,538 | 15,283 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $512,385 | 12,639 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $512,072 | 12,977 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $641,487 | 16,191 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $450,242 | 13,192 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $374,293 | 12,012 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $435,264 | 16,696 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $509,684 | 15,601 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $446,399 | 13,045 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $280,244 | 9,295 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $199,838 | 7,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $266,198 | 9,227 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $216,247 | 7,421 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||