Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$954,987
+$55,847 QoQ
Shares Held
10,043
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#259
of 704 holders
Holding Since
Dec 2024
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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. HSBC ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,987 | 10,043 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $899,140 | 10,900 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $912,807 | 11,603 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $541,577 | 7,630 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $428,933 | 7,056 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $301,391 | 5,248 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $258,576 | 5,228 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||