Position in HSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,868,708
-$348,293 QoQ
Shares Held
19,652
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#186
of 704 holders
Holding Since
Jun 2024
8 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 Jun 30, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. HSBC ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in HSBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,868,708 | 19,652 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,217,001 | 26,876 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,803,352 | 22,923 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,222,346 | 17,221 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $554,344 | 9,119 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $293,869 | 5,117 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $291,269 | 5,889 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $466,798 | 10,731 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||