Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,288,687
+$474,211 QoQ
Shares Held
34,585
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#129
of 708 holders
Holding Since
Mar 2020
21 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, 2026Advisors Asset Management, Inc. holds $78,753,572 across 15 Banks - Diversified names. HSBC ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
78,621 | $25,735,011 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
94,326 | $13,640,482 | |
| 3 | C |
Citigroup Inc
|
64,679 | $9,052,472 | |
| 4 | BAC |
Bank Of America Corp /De/
|
100,939 | $5,751,504 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
65,078 | $5,378,045 | |
| 6 | SAN |
Banco Santander, S.A.
|
331,392 | $4,573,209 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
141,675 | $3,340,696 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
34,585 | $3,288,687 |
All Filings in HSBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,288,687 | 34,585 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,814,476 | 34,119 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,457,021 | 31,232 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,322,607 | 32,722 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $2,066,860 | 34,000 | Shares | Sole | 2026-08-24 | |
| 2025-03-31 | $2,069,719 | 36,039 | Shares | Sole | 2026-08-26 | |
| 2024-12-31 | $1,792,529 | 36,242 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,676,277 | 37,094 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,350,153 | 31,038 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $978,725 | 24,866 | Shares | Sole | 2026-08-26 | |
| 2023-12-31 | $726,395 | 17,918 | Shares | Sole | 2026-08-26 | |
| 2023-09-30 | $594,820 | 15,074 | Shares | Sole | 2026-08-26 | |
| 2023-06-30 | $375,478 | 9,477 | Shares | Sole | 2026-08-26 | |
| 2023-03-31 | $116,724 | 3,420 | Shares | Sole | 2026-08-26 | |
| 2022-12-31 | $23,338 | 749 | Shares | Sole | 2026-08-27 | |
| 2022-09-30 | $3,910 | 150 | Shares | Sole | 2026-08-26 | |
| 2021-03-31 | $279,977 | 9,608 | Shares | Sole | 2026-08-26 | |
| 2020-12-31 | $493,611 | 19,051 | Shares | Sole | 2026-08-26 | |
| 2020-09-30 | $455,313 | 23,254 | Shares | Sole | 2026-08-26 | |
| 2020-06-30 | $610,732 | 26,178 | Shares | Sole | 2026-08-27 | |
| 2020-03-31 | $822,485 | 29,364 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||