Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,359,941
+$370,450 QoQ
Shares Held
24,818
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#163
of 704 holders
Holding Since
Mar 2020
24 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, 2026Dorsey & Whitney Trust CO LLC holds $59,913,659 across 15 Banks - Diversified names. HSBC ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
94,226 | $30,842,985 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
110,258 | $9,111,714 | |
| 3 | BAC |
Bank Of America Corp /De/
|
90,401 | $5,151,040 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
24,818 | $2,359,941 | |
| 5 | C |
Citigroup Inc
|
13,539 | $1,894,914 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
77,486 | $1,827,117 | |
| 7 | SAN |
Banco Santander, S.A.
|
119,304 | $1,646,393 | |
| 8 | ING |
Ing Groep NV
|
41,353 | $1,297,654 |
All Filings in HSBC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,359,941 | 24,818 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,989,491 | 24,118 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,914,432 | 24,335 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,580,224 | 22,263 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,384,551 | 22,776 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,378,375 | 24,001 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,167,105 | 23,597 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $1,041,537 | 23,048 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,010,330 | 23,226 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $911,772 | 23,165 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $966,430 | 23,839 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $915,628 | 23,204 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $880,354 | 22,220 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $687,580 | 20,146 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $609,144 | 19,549 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $438,548 | 16,822 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $547,807 | 16,768 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $319,785 | 9,345 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $270,596 | 8,975 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $228,734 | 8,747 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $251,167 | 8,706 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $253,692 | 8,706 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $226,115 | 8,727 | Shares | Other | 2021-02-05 | |
| 2020-03-31 | $204,499 | 7,301 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||