Position in HSBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$136,834
+$33,062 QoQ
Shares Held
1,439
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#516
of 704 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, 2026IFP Advisors, Inc holds $44,923,245 across 19 Banks - Diversified names. HSBC ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,542 | $23,090,512 | |
| 2 | BAC |
Bank Of America Corp /De/
|
172,020 | $9,801,699 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
73,059 | $6,037,595 | |
| 4 | C |
Citigroup Inc
|
28,259 | $3,955,129 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,080 | $734,618 | |
| 6 | BCS |
Barclays PLC
|
9,196 | $247,004 | |
| 7 | RY |
Royal Bank Of Canada
|
1,146 | $237,187 | |
| 8 | UBS |
UBS Group AG
|
3,040 | $150,662 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,834 | 1,439 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $103,772 | 1,258 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $96,370 | 1,225 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $224,083 | 3,157 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $211,609 | 3,481 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,481,923 | 25,804 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,322,510 | 26,739 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,031,326 | 22,822 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $938,077 | 21,565 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $212,347 | 5,395 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $74,958 | 1,849 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $72,093 | 1,827 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $40,689 | 1,027 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,478 | 600 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $470 | 8,792 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $55,242 | 2,119 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $34,140 | 1,045 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $27,376 | 800 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $24,120 | 800 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $18,644 | 713 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $6,145 | 213 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $6,206 | 213 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,518 | 213 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,170 | 213 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,969 | 213 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,966 | 213 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||