Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$696,344
-$863,624 QoQ
Shares Held
7,323
-76.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#300
of 704 holders
Holding Since
Mar 2022
10 quarters on record
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. HSBC ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,542 | $5,414,692 | |
| 2 | C |
Citigroup Inc
|
28,065 | $3,927,977 | |
| 3 | BAC |
Bank Of America Corp /De/
|
67,455 | $3,843,585 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,692 | $1,972,021 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,986 | $1,588,685 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
13,886 | $1,147,539 | |
| 7 | RY |
Royal Bank Of Canada
|
4,409 | $912,530 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
7,323 | $696,344 |
All Filings in HSBC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,344 | 7,323 | Shares | Sole | 2026-08-03 | |
| 2024-12-31 | $1,559,968 | 31,540 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $4,138,444 | 102,083 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,055,619 | 102,778 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,159,188 | 104,977 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,532,352 | 103,497 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,600,738 | 83,464 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,164,566 | 83,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,823 | 8,106 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $278,653 | 8,143 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||