American Trust Investment Advisors, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1291424
Lebanon, NH
Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$832,512
+$110,313 QoQ
Shares Held
8,755
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#273
of 704 holders
Holding Since
Sep 2021
20 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, 2026American Trust Investment Advisors, LLC holds $12,252,064 across 4 Banks - Diversified names. HSBC ranks #3 (6.8% of the industry book) .
All Filings in HSBC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,512 | 8,755 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $722,199 | 8,755 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $632,900 | 8,045 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $571,034 | 8,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $489,055 | 8,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $462,024 | 8,045 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $403,099 | 8,150 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $368,298 | 8,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $343,215 | 7,890 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $310,550 | 7,890 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $319,860 | 7,890 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $332,253 | 8,420 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $333,600 | 8,420 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $326,112 | 9,555 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,733 | 9,555 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $327,569 | 12,565 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $410,498 | 12,565 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $429,974 | 12,565 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $378,834 | 12,565 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $324,652 | 12,415 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||