Position in HSBC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$697,009
+$29,913 QoQ
Shares Held
7,330
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#299
of 704 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $51,258,117 across 12 Banks - Diversified names. HSBC ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
81,651 | $26,726,821 | |
| 2 | ING |
Ing Groep NV
|
210,374 | $6,601,536 | |
| 3 | BAC |
Bank Of America Corp /De/
|
101,158 | $5,763,982 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,035 | $4,198,751 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,305 | $2,421,765 | |
| 6 | BNS |
Bank Of Nova Scotia
|
15,784 | $1,370,682 | |
| 7 | C |
Citigroup Inc
|
9,786 | $1,369,648 | |
| 8 | RY |
Royal Bank Of Canada
|
4,953 | $1,025,122 |
All Filings in HSBC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,009 | 7,330 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $667,096 | 8,087 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $608,984 | 7,741 | Shares | Sole | 2026-01-09 | |
| 2024-09-30 | $541,828 | 11,990 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $509,689 | 11,717 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $343,848 | 8,736 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $352,333 | 8,691 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $346,261 | 8,775 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||