Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,737,601
+$2,343,112 QoQ
Shares Held
70,855
+33.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#88
of 704 holders
Holding Since
Mar 2020
17 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, 2026ASSETMARK, INC holds $581,003,092 across 20 Banks - Diversified names. HSBC ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,617 | $279,414,452 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,157,264 | $95,636,296 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
303,879 | $43,943,942 | |
| 4 | BAC |
Bank Of America Corp /De/
|
728,298 | $41,498,420 | |
| 5 | C |
Citigroup Inc
|
292,761 | $40,974,829 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
303,379 | $34,888,585 | |
| 7 | BCS |
Barclays PLC
|
296,369 | $7,960,471 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
317,252 | $7,480,802 |
All Filings in HSBC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,737,601 | 70,855 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,394,489 | 53,273 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,733,363 | 47,456 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,928,881 | 27,175 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $892,032 | 14,674 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $336,252 | 5,855 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $189,283 | 3,827 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,888 | 595 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $276,964 | 6,367 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $31,409 | 798 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $93,039 | 2,295 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $30,344 | 769 | Shares | Sole | 2023-10-27 | |
| 2021-03-31 | $194,771 | 6,684 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $177,146 | 6,837 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $174,751 | 8,925 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $173,061 | 7,418 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $362,813 | 12,953 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||