Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$335,762
+$54,307 QoQ
Shares Held
3,531
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 704 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $144,554,679 across 9 Banks - Diversified names. HSBC ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
301,725 | $98,763,643 | |
| 2 | C |
Citigroup Inc
|
202,160 | $28,294,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
207,329 | $11,813,605 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
27,735 | $2,292,020 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,250 | $1,337,642 | |
| 6 | RY |
Royal Bank Of Canada
|
5,198 | $1,075,830 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,532 | $489,471 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
3,531 | $335,762 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $335,762 | 3,531 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $281,455 | 3,412 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $258,509 | 3,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,397 | 2,936 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||