Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$41,748,028
+$3,050,072 QoQ
Shares Held
439,037
-6.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#21
of 704 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. HSBC ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
|
1,686,431 | $83,579,520 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,748,028 | 439,037 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $38,697,956 | 469,123 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $27,455,200 | 348,992 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $15,822,577 | 222,916 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,621,616 | 92,476 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,813,495 | 83,815 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $9,551,616 | 193,118 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,493,010 | 298,584 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,767,074 | 431,427 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,882,192 | 505,137 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,237,082 | 647,190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,290,865 | 615,582 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,540,966 | 568,929 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,028,060 | 352,419 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,486,203 | 432,805 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,238,144 | 469,434 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,010,753 | 214,593 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,253,157 | 182,734 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,284,013 | 75,755 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,603,805 | 61,331 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $1,367,951 | 47,416 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $998,860 | 34,278 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $717,836 | 27,705 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,840,892 | 94,019 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $514,076 | 22,035 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $13,189,880 | 470,899 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||