Position in HSBC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,453,987
+$293,409 QoQ
Shares Held
25,807
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#158
of 706 holders
Holding Since
Mar 2020
26 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, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. HSBC ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
|
23,905 | $1,184,731 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,453,987 | 25,807 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,160,578 | 26,192 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,089,003 | 26,554 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,874,581 | 26,410 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,592,272 | 26,193 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,533,725 | 26,706 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,238,527 | 25,041 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,100,602 | 24,355 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,021,467 | 23,482 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $899,179 | 22,845 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $867,596 | 21,401 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $913,617 | 23,153 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $847,551 | 21,392 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $644,101 | 18,872 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $570,103 | 18,296 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $578,832 | 22,203 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $714,166 | 21,860 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $681,525 | 19,916 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $567,121 | 18,810 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $532,832 | 20,376 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $649,125 | 22,500 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $647,811 | 22,231 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $509,157 | 19,651 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $339,947 | 17,362 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $592,068 | 25,378 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $585,324 | 20,897 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||