Position in HSBC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$263,494
+$101,484 QoQ
Shares Held
2,771
+41.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 706 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. HSBC ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,249 | $22,994,605 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
105,248 | $8,697,694 | |
| 3 | C |
Citigroup Inc
|
38,884 | $5,442,204 | |
| 4 | BAC |
Bank Of America Corp /De/
|
82,250 | $4,686,605 | |
| 5 | TD |
Toronto Dominion Bank
|
14,710 | $1,786,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,305 | $911,766 | |
| 7 | ING |
Ing Groep NV
|
13,080 | $410,450 | |
| 8 | BCS |
Barclays PLC
|
11,624 | $312,220 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,494 | 2,771 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $162,010 | 1,964 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $242,460 | 3,082 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $102,282 | 1,441 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $28,206 | 464 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $13,208 | 230 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $9,199 | 186 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $8,405 | 186 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $109,750 | 2,523 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,368 | 111 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $51,850 | 1,279 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $53,823 | 1,364 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $60,380 | 1,524 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $49,829 | 1,460 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $48,952 | 1,571 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $3,024 | 116 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $3,430 | 105 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $33,843 | 989 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $3,165 | 105 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,745 | 105 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $3,490 | 121 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,059 | 105 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,979 | 115 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $254 | 13 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,099 | 90 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $414,295 | 14,791 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||