Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,857,118
+$3,733,939 QoQ
Shares Held
313,988
-0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#34
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. HSBC ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,548,878 | $30,807,182 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,857,118 | 313,988 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $26,123,179 | 316,683 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $25,031,062 | 318,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,314,975 | 314,384 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,031,768 | 313,074 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $17,154,684 | 298,706 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,265,023 | 268,197 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,036,337 | 222,092 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,827,322 | 202,927 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,530,295 | 165,912 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,336,482 | 156,302 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,284,522 | 133,921 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,478,811 | 138,284 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,258,424 | 95,471 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,870,241 | 92,113 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,250,075 | 86,309 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,739,608 | 83,857 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,874,582 | 84,003 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,440,205 | 47,768 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,268,747 | 86,759 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,614,330 | 55,956 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,299,585 | 44,598 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $969,163 | 37,405 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $695,618 | 35,527 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $739,071 | 31,679 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $944,665 | 33,726 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||