Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,710,954
+$237,601 QoQ
Shares Held
17,993
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#194
of 704 holders
Holding Since
Mar 2020
23 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, 2026Ellevest, Inc. holds $12,470,532 across 12 Banks - Diversified names. HSBC ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,814 | $1,975,078 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
5,942 | $1,944,994 | |
| 3 | HSBC |
Hsbc Holdings PLC
This page
|
17,993 | $1,710,954 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,839 | $1,567,427 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
45,842 | $1,080,954 | |
| 6 | BAC |
Bank Of America Corp /De/
|
15,169 | $864,329 | |
| 7 | C |
Citigroup Inc
|
5,883 | $823,384 | |
| 8 | BCS |
Barclays PLC
|
23,555 | $632,687 |
All Filings in HSBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,954 | 17,993 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,473,353 | 17,861 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,433,288 | 18,219 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,283,886 | 18,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,042,548 | 17,150 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,004,565 | 17,492 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $857,735 | 17,342 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $680,290 | 15,054 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $775,431 | 17,826 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $600,397 | 15,254 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $55,700 | 1,632 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $68,583 | 2,201 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $93,669 | 3,593 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $247,703 | 7,582 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $606,173 | 17,714 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $459,003 | 15,224 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $286,682 | 10,963 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $324,245 | 11,239 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $214,528 | 7,362 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $158,906 | 6,133 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $92,730 | 4,736 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $68,053 | 2,917 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $68,288 | 2,438 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||