Position in HSBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,000,441
+$270,240 QoQ
Shares Held
10,521
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#250
of 704 holders
Holding Since
Dec 2022
12 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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. HSBC ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in HSBC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,000,441 | 10,521 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $730,201 | 8,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $713,694 | 9,072 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $670,831 | 9,451 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $556,957 | 9,162 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $509,059 | 8,864 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $453,152 | 9,162 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $365,813 | 8,095 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $345,738 | 7,948 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $248,400 | 6,311 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $210,645 | 5,196 | Shares | Sole | 2024-02-05 | |
| 2022-12-31 | $237,719 | 7,629 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||