Position in HSBC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,290,567
-$96,209 QoQ
Shares Held
173,240
-5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. HSBC ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
550,203 | $161,847,714 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,411,541 | $68,812,623 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
320,619 | $38,035,031 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
474,640 | $37,786,090 | |
| 5 | C |
Citigroup Inc
|
208,313 | $23,624,777 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
173,240 | $14,290,567 | |
| 7 | RY |
Royal Bank Of Canada
|
48,738 | $7,884,833 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
33,464 | $1,756,190 |
All Filings in HSBC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,290,567 | 173,240 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,386,776 | 182,875 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,709,813 | 122,708 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,847,685 | 129,095 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,514,715 | 130,850 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $6,943,194 | 140,380 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,881,894 | 152,288 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,915,891 | 158,986 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,590,950 | 167,453 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $7,209,430 | 177,835 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $193,945 | 4,915 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $152,893 | 3,859 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $113,345 | 3,321 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $83,197 | 2,670 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $110,093 | 4,223 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $134,861 | 4,128 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $113,302 | 3,311 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $46,069 | 1,528 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $31,129 | 1,079 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $31,442 | 1,079 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $27,956 | 1,079 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $21,126 | 1,079 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $25,173 | 1,079 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $30,222 | 1,079 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||