Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,509,995
+$2,254,359 QoQ
Shares Held
26,396
+751.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#155
of 704 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. HSBC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
|
41,789 | $2,071,062 |
All Filings in HSBC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,509,995 | 26,396 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $255,636 | 3,099 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $664,368 | 8,445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,909,858 | 26,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,708 | 719 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,226 | 91 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,380 | 129 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $994 | 22 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $913 | 21 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $789 | 20 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $792 | 20 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,163 | 122 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $903 | 29 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $756 | 29 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $816 | 25 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $3,901 | 114 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $753 | 25 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $653 | 25 | Shares | Sole | 2021-11-05 | |
| 2020-03-31 | $26,889 | 960 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||