Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,825,118
+$2,799,681 QoQ
Shares Held
240,037
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#38
of 704 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $903,140,538 across 17 Banks - Diversified names. HSBC ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,785,762 | $584,533,475 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,948,232 | $111,010,259 | |
| 3 | C |
Citigroup Inc
|
676,796 | $94,724,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
291,651 | $24,102,038 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
240,037 | $22,825,118 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
148,584 | $21,486,732 | |
| 7 | RY |
Royal Bank Of Canada
|
75,613 | $15,649,622 | |
| 8 | BCS |
Barclays PLC
|
274,427 | $7,371,109 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,825,118 | 240,037 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,025,437 | 242,762 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,023,785 | 25,725 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,814,319 | 25,561 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,906,734 | 47,816 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,468,829 | 60,401 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,420,473 | 48,938 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,093,336 | 46,323 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,265,349 | 52,077 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,206,364 | 56,056 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,938,014 | 72,472 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,049,271 | 77,275 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,672,329 | 67,449 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,550,671 | 74,734 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,414,570 | 45,397 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $818,467 | 31,395 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,138,451 | 34,847 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,110,370 | 32,448 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $826,713 | 27,420 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $773,386 | 29,575 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $445,703 | 15,449 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $488,007 | 16,747 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $460,809 | 17,785 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $435,694 | 22,252 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,327,407 | 56,897 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,398,354 | 157,028 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||