Cambridge Investment Research Advisors, Inc.
Position in HSBC — Hsbc Holdings PLC
CIK 1419186
FAIRFIELD, IA
Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,343,241
+$392,874 QoQ
Shares Held
14,126
+22.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
of 704 holders
Holding Since
Mar 2020
23 quarters on record
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $367,427,397 across 18 Banks - Diversified names. HSBC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
687,077 | $224,900,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
898,090 | $51,173,168 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
472,117 | $39,015,748 | |
| 4 | C |
Citigroup Inc
|
176,266 | $24,670,189 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
58,256 | $8,424,400 | |
| 6 | RY |
Royal Bank Of Canada
|
29,139 | $6,030,898 | |
| 7 | TD |
Toronto Dominion Bank
|
26,418 | $3,207,937 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
10,732 | $1,896,344 |
All Filings in HSBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,343,241 | 14,126 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $950,367 | 11,521 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,052,289 | 13,376 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,027,293 | 14,473 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $882,670 | 14,520 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $673,941 | 11,735 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $532,980 | 10,776 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $580,149 | 12,838 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $486,808 | 11,191 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $474,563 | 12,057 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $440,386 | 10,863 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $383,551 | 9,720 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $319,139 | 8,055 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $303,313 | 8,887 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $359,929 | 11,551 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $412,323 | 15,816 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $572,215 | 17,515 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $564,424 | 16,494 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $320,584 | 10,633 | Shares | Sole | 2022-02-03 | |
| 2021-06-30 | $871,385 | 30,204 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $881,368 | 30,246 | Shares | Sole | 2021-05-07 | |
| 2020-06-30 | $229,380 | 9,832 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $416,312 | 14,863 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||