Position in HSBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,256,138
+$4,127,135 QoQ
Shares Held
370,766
-1.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 704 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. HSBC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,252,268 | $1,719,224,884 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,977,596 | $511,543,420 | |
| 3 | C |
Citigroup Inc
|
2,322,820 | $325,101,887 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,839,414 | $234,649,172 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
880,250 | $127,292,952 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
370,766 | $35,256,138 | |
| 7 | RY |
Royal Bank Of Canada
|
159,886 | $33,091,605 | |
| 8 | TD |
Toronto Dominion Bank
|
225,580 | $27,392,179 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,256,138 | 370,766 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $31,129,003 | 377,367 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,212,190 | 384,037 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $24,136,819 | 340,051 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,227,516 | 299,844 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,418,519 | 233,650 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,593,000 | 153,518 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,632,617 | 124,643 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,358,895 | 123,193 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,693,148 | 93,830 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,824,746 | 94,345 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,725,186 | 69,062 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,435,679 | 61,476 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,210,839 | 64,777 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,317,182 | 74,364 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,913,225 | 73,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,014,109 | 31,041 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,039,295 | 30,371 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,211,547 | 40,184 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $701,892 | 26,841 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $692,630 | 24,008 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $594,281 | 20,394 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $576,963 | 22,268 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $572,166 | 29,222 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $786,897 | 33,729 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,099,224 | 39,244 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||