CONTRAVISORY INVESTMENT MANAGEMENT, INC.
Position in HSBC — Hsbc Holdings PLC
CIK 1365707
Norwell, MA
Position in HSBC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$448,254
+$63,191 QoQ
Shares Held
4,714
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#370
of 704 holders
Holding Since
Dec 2023
11 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,222,925 across 10 Banks - Diversified names. HSBC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
276,622 | $13,709,386 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,707 | $12,669,962 | |
| 3 | BCS |
Barclays PLC
|
396,837 | $10,659,041 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,390 | $1,389,742 | |
| 5 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
12,324 | $1,018,455 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
4,714 | $448,254 | |
| 8 | RY |
Royal Bank Of Canada
|
2,083 | $431,118 |
All Filings in HSBC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,254 | 4,714 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $385,063 | 4,668 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $396,811 | 5,044 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $367,960 | 5,184 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $302,247 | 4,972 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $273,481 | 4,762 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $228,703 | 4,624 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $210,043 | 4,648 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $197,794 | 4,547 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $170,822 | 4,340 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $176,997 | 4,366 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||