Westover Capital Advisors, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1483467 WILMINGTON, DE

Position in HSBC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$885,573

+$117,344 QoQ

Shares Held

9,313

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#266

of 704 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. HSBC ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	40,663	$13,310,219
2	RY	Royal Bank Of Canada	6,184	$1,279,902
3	BAC	Bank Of America Corp /De/	21,259	$1,211,337
4	HSBC	Hsbc Holdings PLC This page	9,313	$885,573
5	WFC	Wells Fargo & Company/Mn	10,247	$846,812
6	C	Citigroup Inc	5,747	$804,350
7	TD	Toronto Dominion Bank	5,140	$624,150
8	BNS	Bank Of Nova Scotia	6,400	$555,776

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$885,573	9,313	0.0%	Shares	Sole	2026-08-04
2026-03-31	$768,229	9,313	+1.3%	Shares	Sole	2026-05-05
2025-12-31	$723,213	9,193	+2.7%	Shares	Sole	2026-02-09
2025-09-30	$635,058	8,947	+4.1%	Shares	Sole	2025-11-06
2025-06-30	$522,611	8,597	+5.5%	Shares	Sole	2025-08-11
2025-03-31	$468,054	8,150	+2.5%	Shares	Sole	2025-05-06
2024-12-31	$393,207	7,950	0.0%	Shares	Sole	2025-02-06
2024-09-30	$359,260	7,950	+28.2%	Shares	Sole	2024-11-08
2024-06-30	$269,700	6,200	-54.9%	Shares	Sole	2024-08-08
2021-06-30	$396,802	13,754	+22.2%	Shares	Sole	2021-08-10
2021-03-31	$328,087	11,259	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.