Stamos Capital Partners, L.P.

Position in HSBC — Hsbc Holdings PLC

CIK 1705399 Menlo Park, CA

Position in HSBC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,538,774

+$356,888 QoQ

Shares Held

37,215

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#123

of 706 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $30,449,509 across 5 Banks - Diversified names. HSBC ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,663	$11,346,239
2	BAC	Bank Of America Corp /De/	155,337	$8,851,102
3	BCS	Barclays PLC	134,871	$3,622,635
4	HSBC	Hsbc Holdings PLC This page	37,215	$3,538,774
5	UBS	UBS Group AG	62,364	$3,090,759

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,538,774	37,215	-3.5%	Shares	Sole	2026-08-13
2026-03-31	$3,181,886	38,573	+3.1%	Shares	Sole	2026-05-14
2025-12-31	$2,943,438	37,415	-16.2%	Shares	Sole	2026-02-12
2025-09-30	$3,170,818	44,672	-25.8%	Shares	Sole	2025-11-13
2025-06-30	$3,660,652	60,218	+17.4%	Shares	Sole	2025-08-14
2025-03-31	$2,946,790	51,311	-46.8%	Shares	Sole	2025-05-14
2024-12-31	$4,771,900	96,480	-11.5%	Shares	Sole	2025-02-13
2024-09-30	$4,924,806	108,980	-5.4%	Shares	Sole	2024-11-13
2024-06-30	$5,011,200	115,200	-8.5%	Shares	Sole	2024-08-13
2024-03-31	$4,958,179	125,970	+884.1%	Shares	Sole	2024-05-14
2023-12-31	$518,912	12,800	-75.2%	Shares	Sole	2024-02-13
2020-03-31	$1,445,792	51,617	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.