Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,272,237
+$1,316,730 QoQ
Shares Held
34,412
+45.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#131
of 704 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. HSBC ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,455,328 | $476,372,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,764,963 | $100,567,591 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
502,866 | $72,719,452 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
555,363 | $45,895,198 | |
| 5 | C |
Citigroup Inc
|
271,355 | $37,978,845 | |
| 6 | RY |
Royal Bank Of Canada
|
39,449 | $8,164,759 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
224,896 | $5,635,893 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
34,412 | $3,272,237 |
All Filings in HSBC
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,272,237 | 34,412 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,955,507 | 23,706 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,431,453 | 30,907 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,886,861 | 26,583 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,592,758 | 26,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,123,503 | 19,563 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,018,925 | 20,601 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $558,186 | 12,352 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $530,221 | 12,189 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $137,641 | 3,497 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $585,478 | 14,442 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,978 | 1,596 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $66,918 | 1,689 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,696 | 79 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $59,796 | 1,919 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||