Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,331,310
-$158,477 QoQ
Shares Held
87,615
-14.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#74
of 704 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. HSBC ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
198,839 | $65,085,969 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
261,737 | $21,629,945 | |
| 3 | BAC |
Bank Of America Corp /De/
|
353,557 | $20,145,677 | |
| 4 | C |
Citigroup Inc
|
89,208 | $12,485,551 | |
| 5 | SAN |
Banco Santander, S.A.
|
682,907 | $9,424,116 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
87,615 | $8,331,310 | |
| 7 | UBS |
UBS Group AG
|
150,741 | $7,470,723 | |
| 8 | RY |
Royal Bank Of Canada
|
30,797 | $6,374,055 |
All Filings in HSBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,331,310 | 87,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,489,787 | 102,919 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,782,665 | 98,928 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,532,039 | 77,938 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,993,117 | 49,237 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,595,491 | 45,194 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,074,006 | 41,933 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,537,589 | 34,025 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,617,634 | 37,187 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,341,546 | 34,084 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $3,930,677 | 96,958 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $4,362,618 | 110,558 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $4,295,996 | 108,430 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,753,480 | 109,976 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,212,173 | 70,994 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $375,329 | 14,397 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $467,507 | 14,310 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $356,709 | 10,424 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $302,585 | 10,036 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $249,627 | 9,546 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $275,402 | 9,546 | Shares | Sole | 2021-08-03 | |
| No filing history on record for this holder in this stock. | ||||||