Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,415,224
-$1,844,120 QoQ
Shares Held
14,883
-62.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#213
of 706 holders
Holding Since
Dec 2023
11 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, 2026Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. HSBC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,540 | $37,819,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
278,046 | $15,843,061 | |
| 3 | C |
Citigroup Inc
|
71,780 | $10,046,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
120,750 | $9,978,780 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
68,740 | $9,940,491 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
14,883 | $1,415,224 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,646 | $105,514 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,987 | $99,191 |
All Filings in HSBC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,415,224 | 14,883 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,259,344 | 39,512 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,490,639 | 18,948 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,272,600 | 17,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,004,919 | 16,531 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $964,134 | 16,788 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $855,756 | 17,302 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $770,805 | 17,057 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $749,853 | 17,238 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $686,910 | 17,452 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,256 | 31 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||