Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$756,913
+$125,621 QoQ
Shares Held
7,960
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#285
of 704 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $101,168,606 across 15 Banks - Diversified names. HSBC ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
185,812 | $60,821,831 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,425 | $10,622,488 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
89,980 | $7,435,938 | |
| 4 | C |
Citigroup Inc
|
48,154 | $6,739,626 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
36,982 | $6,534,719 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
31,655 | $4,577,622 | |
| 7 | RY |
Royal Bank Of Canada
|
4,392 | $909,011 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,124 | $788,308 |
All Filings in HSBC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,913 | 7,960 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $631,292 | 7,653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $553,283 | 7,033 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $427,085 | 6,017 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $359,388 | 5,912 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $281,175 | 4,896 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $162,240 | 4,002 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $143,755 | 4,212 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $143,927 | 4,619 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $99,157 | 3,437 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $87,938 | 3,394 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $75,459 | 3,854 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $150,608 | 5,377 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||