Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,959,446
+$2,883,746 QoQ
Shares Held
251,966
-1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#37
of 706 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)
Derivatives in HSBC
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$125
PutShares
2,500
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, 2026HighTower Advisors, LLC holds $1,708,784,529 across 18 Banks - Diversified names. HSBC ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,626,400 | $859,699,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,935,356 | $395,176,584 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,642,793 | $218,400,413 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
352,843 | $51,024,626 | |
| 5 | C |
Citigroup Inc
|
321,021 | $44,930,099 | |
| 6 | ING |
Ing Groep NV
|
778,645 | $24,433,880 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
251,966 | $23,959,446 | |
| 8 | TD |
Toronto Dominion Bank
|
182,119 | $22,114,710 |
All Filings in HSBC
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,959,446 | 251,966 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $21,075,700 | 255,494 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $20,961,542 | 266,449 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,855,411 | 265,644 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $14,689,538 | 241,644 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,574,011 | 218,945 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,110,401 | 163,979 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,133,060 | 157,846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,818,821 | 133,766 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,816,935 | 147,788 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $125 | 2,500 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $5,873,759 | 144,888 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,494,094 | 139,232 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $986 | 25 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $4,896,715 | 123,592 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,638,274 | 48,001 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,328,008 | 42,619 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,259,181 | 48,300 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,652,089 | 50,569 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,653,168 | 48,310 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $478,299 | 15,864 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $317,330 | 12,135 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $358,230 | 12,417 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $461,286 | 15,830 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $360,719 | 13,922 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $229,771 | 11,735 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $376,172 | 16,124 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $675,125 | 24,103 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||