Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,234,290
+$1,086,991 QoQ
Shares Held
65,562
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#9
of 247 holders
Holding Since
Mar 2020
15 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, 2026Caprock Group, LLC holds $114,510,858 across 18 Banks - Diversified names. HSBC ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,320 | $34,147,065 | |
| 2 | C |
Citigroup Inc
|
123,188 | $17,241,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,426 | $12,161,013 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
107,516 | $8,885,122 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,370 | $7,862,445 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
65,562 | $6,234,290 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
161,397 | $4,044,608 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
149,157 | $3,517,122 |
All Filings in HSBC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,234,290 | 65,562 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,147,299 | 65,429 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,228,207 | 59,569 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $3,212,576 | 55,939 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,426,754 | 49,065 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,787,987 | 39,566 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,525,806 | 35,076 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $759,215 | 19,289 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $447,115 | 11,029 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $366,267 | 9,282 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $387,443 | 9,779 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $310,480 | 9,097 | Shares | Sole | 2023-04-26 | |
| 2022-06-30 | $206,017 | 6,306 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $209,802 | 6,131 | Shares | Sole | 2022-04-12 | |
| 2020-03-31 | $336,400 | 12,010 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||