Position in HSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$409,077
+$76,148 QoQ
Shares Held
4,302
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#378
of 704 holders
Holding Since
Sep 2021
7 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, 2026D'Orazio & Associates, Inc. holds $7,351,180 across 11 Banks - Diversified names. HSBC ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,303 | $2,063,160 | |
| 2 | BCS |
Barclays PLC
|
39,374 | $1,057,585 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
34,556 | $865,973 | |
| 4 | C |
Citigroup Inc
|
5,730 | $801,970 | |
| 5 | UBS |
UBS Group AG
|
10,117 | $501,398 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
4,302 | $409,077 | |
| 7 | SAN |
Banco Santander, S.A.
|
29,195 | $402,891 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,549 | $368,610 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,077 | 4,302 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $332,929 | 4,036 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $311,847 | 3,964 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $280,654 | 3,954 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $239,938 | 3,947 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $223,747 | 3,896 | Shares | Sole | 2025-04-17 | |
| 2021-09-30 | $11,375 | 435 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||