Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$523,375
+$160,255 QoQ
Shares Held
5,504
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 704 holders
Holding Since
Dec 2025
3 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, 2026Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. HSBC ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
274,922 | $89,990,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
817,324 | $46,571,121 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
55,249 | $4,565,777 | |
| 4 | C |
Citigroup Inc
|
19,999 | $2,799,060 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,119 | $1,029,478 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,285 | $952,775 | |
| 7 | TD |
Toronto Dominion Bank
|
7,624 | $925,782 | |
| 8 | RY |
Royal Bank Of Canada
|
2,529 | $523,427 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,375 | 5,504 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $363,120 | 4,402 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $240,651 | 3,059 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||