Position in HSBC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$407,365
+$81,200 QoQ
Shares Held
4,284
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#379
of 704 holders
Holding Since
Sep 2020
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $72,838,952 across 8 Banks - Diversified names. HSBC ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
112,378 | $36,784,690 | |
| 2 | BAC |
Bank Of America Corp /De/
|
287,114 | $16,359,755 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
176,979 | $14,625,544 | |
| 4 | C |
Citigroup Inc
|
19,952 | $2,792,481 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,210 | $1,331,858 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
4,284 | $407,365 | |
| 7 | RY |
Royal Bank Of Canada
|
1,422 | $294,311 | |
| 8 | BCS |
Barclays PLC
|
9,045 | $242,948 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,365 | 4,284 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $326,165 | 3,954 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $314,994 | 4,004 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $314,370 | 4,429 | Shares | Defined | 2025-11-12 | |
| 2022-03-31 | $207,236 | 6,056 | Shares | Defined | 2022-05-12 | |
| 2020-12-31 | $673 | 26 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $509 | 26 | Shares | Defined | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||