Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,327,255
+$1,182,410 QoQ
Shares Held
77,056
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#83
of 704 holders
Holding Since
Mar 2020
15 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, 2026Cetera Investment Advisers holds $949,475,905 across 18 Banks - Diversified names. HSBC ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,479,664 | $484,338,417 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,184,090 | $124,449,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,040,585 | $85,993,944 | |
| 4 | C |
Citigroup Inc
|
600,893 | $84,100,984 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
409,275 | $59,185,257 | |
| 6 | RY |
Royal Bank Of Canada
|
82,072 | $16,986,441 | |
| 7 | TD |
Toronto Dominion Bank
|
95,261 | $11,567,543 | |
| 8 | SAN |
Banco Santander, S.A.
|
828,167 | $11,428,704 |
All Filings in HSBC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,327,255 | 77,056 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,144,845 | 74,492 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,467,643 | 69,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,526,678 | 63,774 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,267,345 | 37,298 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,221,220 | 38,677 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,926,467 | 38,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,554,445 | 34,398 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,532,157 | 35,222 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,365,752 | 34,699 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $554,789 | 13,685 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $485,555 | 12,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $398,379 | 10,055 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $240,753 | 7,054 | Shares | Sole | 2023-05-15 | |
| 2020-03-31 | $224,780 | 8,025 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||