Position in HSBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,427,737
+$635,976 QoQ
Shares Held
57,080
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#100
of 708 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Derivatives in HSBC
reported options exposure · as of Mar 31, 2020CallValue
$0
CallShares
0
PutValue
$2,000
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. HSBC ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in HSBC
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,427,737 | 57,080 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,791,761 | 58,089 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,631,538 | 58,873 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,204,358 | 59,233 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,593,053 | 59,106 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,372,863 | 58,730 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,787,713 | 56,363 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,320,958 | 51,360 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,281,531 | 52,449 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,765,335 | 44,851 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,691,247 | 41,718 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,530,337 | 38,782 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,472,279 | 37,160 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,003,865 | 29,413 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $899,931 | 28,881 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $725,345 | 27,823 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,156,419 | 35,397 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,004,767 | 29,362 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $744,584 | 24,696 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $466,908 | 17,855 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $486,035 | 16,847 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $395,488 | 13,572 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $301,721 | 11,645 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $170,189 | 8,692 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $200,054 | 8,575 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $303,908 | 10,850 | Shares | Sole | 2020-04-23 | |
| 2020-03-31 | $2,000 | 2,000 | Put | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||