Position in HSBC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,635,390
+$361,355 QoQ
Shares Held
31,948
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $34,595,872 across 9 Banks - Diversified names. HSBC ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
60,711 | $17,858,747 | |
| 2 | BAC |
Bank Of America Corp /De/
|
99,376 | $4,844,580 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
229,938 | $3,902,047 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
31,948 | $2,635,390 | |
| 5 | ING |
Ing Groep NV
|
87,051 | $2,267,678 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
19,800 | $1,576,278 | |
| 7 | C |
Citigroup Inc
|
8,095 | $918,053 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,904 | $463,131 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,635,390 | 31,948 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,274,035 | 28,906 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,943,645 | 27,383 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,532,211 | 25,205 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $959,023 | 16,699 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||