Position in HSBC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$282,417
-$14,134 QoQ
Shares Held
2,970
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 704 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $81,101,871 across 13 Banks - Diversified names. HSBC ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
101,235 | $33,137,252 | |
| 2 | RY |
Royal Bank Of Canada
|
67,174 | $13,903,002 | |
| 3 | BAC |
Bank Of America Corp /De/
|
215,320 | $12,268,933 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,117 | $6,868,788 | |
| 5 | C |
Citigroup Inc
|
43,230 | $6,050,470 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,484 | $3,685,241 | |
| 7 | BCS |
Barclays PLC
|
107,900 | $2,898,194 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
11,144 | $663,068 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,417 | 2,970 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $296,551 | 3,595 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $265,825 | 3,379 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $212,798 | 2,998 | Shares | Sole | 2025-10-20 | |
| 2020-03-31 | $297,018 | 10,604 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||