Position in HSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$306,284
+$38,934 QoQ
Shares Held
3,221
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#423
of 704 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HBK Sorce Advisory LLC holds $45,096,868 across 10 Banks - Diversified names. HSBC ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,636 | $36,214,481 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,045 | $3,250,424 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,925 | $1,977,162 | |
| 4 | C |
Citigroup Inc
|
13,134 | $1,838,234 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,725 | $394,062 | |
| 6 | TD |
Toronto Dominion Bank
|
3,037 | $368,782 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
3,221 | $306,284 | |
| 8 | SAN |
Banco Santander, S.A.
|
19,847 | $273,888 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,284 | 3,221 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $267,350 | 3,241 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $222,321 | 2,826 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||