Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$415,543
+$55,062 QoQ
Shares Held
4,370
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#376
of 706 holders
Holding Since
Jun 2020
21 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, 2026ATLAS CAPITAL ADVISORS INC. holds $12,349,666 across 16 Banks - Diversified names. HSBC ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,081 | $3,954,473 | |
| 2 | SAN |
Banco Santander, S.A.
|
105,837 | $1,460,550 | |
| 3 | BCS |
Barclays PLC
|
51,917 | $1,394,490 | |
| 4 | UBS |
UBS Group AG
|
22,796 | $1,129,769 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,078 | $956,271 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,092 | $929,525 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
18,547 | $437,338 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
4,370 | $415,543 |
All Filings in HSBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,543 | 4,370 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $360,481 | 4,370 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $589,159 | 7,489 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $491,365 | 8,083 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $690,997 | 12,032 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $98,969 | 2,001 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,701 | 613 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $26,665 | 613 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $24,127 | 613 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $24,851 | 613 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $43,682 | 1,107 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $43,859 | 1,107 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $37,781 | 1,107 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $34,494 | 1,107 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $28,859 | 1,107 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $250,611 | 7,671 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $20,976 | 613 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $18,481 | 613 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $16,029 | 613 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $11,799 | 409 | Shares | Sole | 2021-07-30 | |
| 2020-06-30 | $11,781 | 505 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||