Position in HSBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$955,844
+$208,568 QoQ
Shares Held
10,052
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 704 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $281,287,381 across 16 Banks - Diversified names. HSBC ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
557,608 | $182,521,825 | |
| 2 | BAC |
Bank Of America Corp /De/
|
566,034 | $32,252,614 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
311,667 | $25,756,159 | |
| 4 | C |
Citigroup Inc
|
178,527 | $24,986,637 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
45,585 | $6,592,045 | |
| 6 | ING |
Ing Groep NV
|
67,991 | $2,133,556 | |
| 7 | SAN |
Banco Santander, S.A.
|
138,071 | $1,905,379 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
10,052 | $955,844 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,844 | 10,052 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $747,276 | 9,059 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $655,005 | 8,326 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $588,423 | 8,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $380,970 | 6,267 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $349,059 | 6,078 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $372,482 | 7,531 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $329,072 | 7,282 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $310,763 | 7,144 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||