Ballentine Partners, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1374889 Waltham, MA

Position in HSBC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,365,743

+$331,705 QoQ

Shares Held

24,879

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#162

of 704 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $71,619,445 across 18 Banks - Diversified names. HSBC ranks #7 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	96,996	$31,749,697
2	BAC	Bank Of America Corp /De/	168,299	$9,589,676
3	WFC	Wells Fargo & Company/Mn	52,966	$4,377,109
4	BNY	Bank of New York Mellon Corp	21,811	$3,154,088
5	SAN	Banco Santander, S.A.	199,017	$2,746,433
6	ING	Ing Groep NV	75,736	$2,376,595
7	HSBC	Hsbc Holdings PLC This page	24,879	$2,365,743
8	C	Citigroup Inc	16,663	$2,332,151

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,365,743	24,879	+0.9%	Shares	Other	2026-07-17
2026-03-31	$2,034,038	24,658	-1.9%	Shares	Other	2026-05-14
2025-12-31	$1,977,370	25,135	+5.0%	Shares	Other	2026-02-03
2025-09-30	$1,699,829	23,948	-9.6%	Shares	Other	2025-11-03
2025-06-30	$1,610,205	26,488	+0.3%	Shares	Other	2025-07-15
2025-03-31	$1,516,610	26,408	+12.1%	Shares	Sole	2025-05-01
2024-12-31	$1,165,128	23,557	+14.2%	Shares	Other	2025-01-16
2024-09-30	$932,134	20,627	-9.4%	Shares	Other	2024-10-23
2024-06-30	$990,494	22,770	+67.3%	Shares	Sole	2024-08-06
2024-03-31	$535,650	13,609	+43.2%	Shares	Sole	2024-04-11
2023-12-31	$385,251	9,503	+21.1%	Shares	Sole	2024-01-23
2023-09-30	$309,524	7,844	+11.3%	Shares	Other	2023-10-19
2023-06-30	$279,320	7,050	—	Shares	Other	2023-07-26
No filing history on record for this holder in this stock.