Position in HSBC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,821,214
+$154,984 QoQ
Shares Held
22,078
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NorthCoast Asset Management LLC holds $106,802,427 across 7 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
274,706 | $38,447,851 | |
| 2 | BAC |
Bank Of America Corp /De/
|
669,377 | $38,141,101 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
30,991 | $10,144,284 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
59,760 | $8,641,893 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
97,910 | $8,091,282 | |
| 6 | UBS |
UBS Group AG
|
35,588 | $1,763,741 | |
| 7 | TD |
Toronto Dominion Bank
|
12,948 | $1,572,275 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,821,214 | 22,078 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,666,230 | 21,180 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,800,691 | 25,369 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,446,558 | 23,796 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,103 | 4,738 | Shares | Sole | 2025-05-19 | |
| 2020-06-30 | $880,590 | 37,745 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,293,781 | 46,190 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||