CAPTRUST FINANCIAL ADVISORS

Position in HSBC — Hsbc Holdings PLC

CIK 1512024 RALEIGH, NC

Position in HSBC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$17,904,496

+$2,443,643 QoQ

Shares Held

188,290

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#45

of 706 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $1,123,719,055 across 19 Banks - Diversified names. HSBC ranks #8 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,342,164	$439,330,542
2	BAC	Bank Of America Corp /De/	4,018,292	$228,962,278
3	C	Citigroup Inc	915,968	$128,198,881
4	UBS	UBS Group AG	2,036,912	$100,949,358
5	WFC	Wells Fargo & Company/Mn	1,067,096	$88,184,813
6	BNY	Bank of New York Mellon Corp	526,506	$76,138,032
7	RY	Royal Bank Of Canada	97,958	$20,274,367
8	HSBC	Hsbc Holdings PLC This page	188,290	$17,904,496

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,904,496	188,290	+0.5%	Shares	Sole	2026-08-13
2026-03-31	$15,460,853	187,427	+695.2%	Shares	Sole	2026-05-15
2025-12-31	$1,854,251	23,570	-8.2%	Shares	Sole	2026-02-17
2025-09-30	$1,821,630	25,664	+8.9%	Shares	Sole	2025-11-19
2025-06-30	$1,432,151	23,559	+1.0%	Shares	Sole	2025-08-15
2025-03-31	$1,339,669	23,327	+174.5%	Shares	Sole	2025-05-15
2024-12-31	$420,360	8,499	-63.8%	Shares	Sole	2025-02-14
2024-09-30	$1,060,067	23,458	-42.9%	Shares	Sole	2024-11-14
2024-06-30	$1,785,544	41,047	+19.6%	Shares	Sole	2024-08-15
2024-03-31	$1,350,953	34,323	-41.6%	Shares	Sole	2024-05-15
2023-12-31	$2,381,157	58,736	-5.0%	Shares	Sole	2024-02-14
2023-09-30	$2,438,706	61,802	+73.2%	Shares	Sole	2023-11-15
2023-06-30	$1,413,641	35,680	+4.7%	Shares	Sole	2023-08-15
2023-03-31	$1,163,184	34,081	+13.7%	Shares	Sole	2023-05-15
2022-12-31	$934,270	29,983	+407.7%	Shares	Sole	2023-02-15
2022-06-30	$192,949	5,906	+41.0%	Shares	Sole	2022-08-23
2022-03-31	$143,347	4,189	+40.4%	Shares	Sole	2022-05-16
2021-12-31	$89,937	2,983	+6.2%	Shares	Sole	2022-02-14
2021-09-30	$73,481	2,810	+23.0%	Shares	Sole	2021-11-16
2021-06-30	$65,893	2,284	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$67,284	2,309	+23.5%	Shares	Sole	2021-05-17
2020-12-31	$48,425	1,869	-22.7%	Shares	Sole	2021-02-16
2020-09-30	$47,344	2,418	+32.1%	Shares	Sole	2020-11-17
2020-06-30	$42,693	1,830	-68.0%	Shares	Sole	2020-08-14
2020-03-31	$160,217	5,720	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.