Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,040,768
+$1,325,649 QoQ
Shares Held
126,625
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#59
of 704 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 9%
Shared 37%
None 55%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $1,339,028,021 across 19 Banks - Diversified names. HSBC ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,130,829 | $697,484,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,215,750 | $240,213,433 | |
| 3 | C |
Citigroup Inc
|
1,099,020 | $153,818,838 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,224,833 | $101,220,197 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
147,683 | $21,356,437 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
748,920 | $14,896,017 | |
| 7 | SAN |
Banco Santander, S.A.
|
975,491 | $13,461,775 | |
| 8 | UBS |
UBS Group AG
|
245,469 | $12,165,442 |
All Filings in HSBC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,040,768 | 126,625 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,715,119 | 129,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,460,223 | 120,252 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,668,679 | 108,040 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $6,000,459 | 98,708 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,499,956 | 95,768 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $3,879,988 | 78,447 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,163,625 | 92,136 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,418,295 | 55,593 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,508,392 | 89,136 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,864,110 | 45,982 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,148,917 | 29,116 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,252,903 | 31,623 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,002,739 | 29,380 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $600,390 | 19,268 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $596,664 | 22,887 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $876,732 | 26,836 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $336,082 | 11,147 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||