Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,238
+$4,007 QoQ
Shares Held
318
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 704 holders
Holding Since
Sep 2023
9 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, 2026Capital Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. HSBC ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
333 | $58,841 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,238 | 318 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $26,231 | 318 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $27,770 | 353 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $35,560 | 501 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,455 | 501 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $33,653 | 586 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $28,983 | 586 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,481 | 586 | Shares | Defined | 2024-11-13 | |
| 2023-09-30 | $947 | 24 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||