Position in HSBC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,049,720
+$1,044,805 QoQ
Shares Held
63,621
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#95
of 704 holders
Holding Since
Mar 2020
21 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. HSBC ranks #9 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in HSBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,049,720 | 63,621 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $5,004,915 | 60,673 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,167,987 | 27,558 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,370,836 | 19,313 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $749,175 | 12,324 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $593,022 | 10,326 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $503,947 | 10,189 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $493,519 | 10,921 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $479,544 | 11,024 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $433,117 | 11,004 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $467,426 | 11,530 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,736 | 44 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,743 | 44 | Shares | Sole | 2023-07-11 | |
| 2021-12-31 | $512 | 17 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $444 | 17 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $490 | 17 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $495 | 17 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $958 | 37 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $724 | 37 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,309 | 99 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,017,351 | 36,321 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||