Position in HSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,958,982
+$3,541,958 QoQ
Shares Held
188,863
+8.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#44
of 704 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. HSBC ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
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|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in HSBC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,958,982 | 188,863 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,417,024 | 174,773 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $12,646,989 | 160,760 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,962,326 | 140,354 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,074,067 | 132,819 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,913,681 | 137,797 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,979,201 | 141,108 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,675,773 | 125,598 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,413,031 | 101,449 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,826,520 | 71,812 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,225,443 | 54,895 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,908,127 | 48,356 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,725,926 | 43,562 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,297,451 | 38,015 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,068,632 | 34,295 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $830,929 | 31,873 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,129,401 | 34,570 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,050,348 | 30,694 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $750,554 | 24,894 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $367,146 | 14,040 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $423,604 | 14,683 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $313,517 | 10,759 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||