Position in HSBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$201,020
-$752,156 QoQ
Shares Held
2,114
-91.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#502
of 704 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $45,353,538 across 10 Banks - Diversified names. HSBC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
87,633 | $28,684,909 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
43,002 | $3,553,685 | |
| 4 | C |
Citigroup Inc
|
18,396 | $2,574,704 | |
| 5 | SAN |
Banco Santander, S.A.
|
160,400 | $2,213,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,274 | $762,673 | |
| 7 | TD |
Toronto Dominion Bank
|
4,741 | $575,699 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,434 | $386,776 |
All Filings in HSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,020 | 2,114 | Shares | Sole | 2026-07-29 | |
| 2023-12-31 | $953,176 | 23,512 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,169,357 | 29,634 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,119,066 | 28,245 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,104,651 | 32,366 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $754,352 | 24,209 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||