Steward Partners Investment Advisory, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1723397
STAMFORD, CT
Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,940,406
+$602,254 QoQ
Shares Held
20,406
+25.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#182
of 704 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. HSBC ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,406 | 20,406 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,338,152 | 16,222 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,035,847 | 13,167 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $826,987 | 11,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $624,009 | 10,265 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $552,017 | 9,612 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $273,860 | 5,537 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $235,711 | 5,216 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $235,596 | 5,416 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $199,555 | 5,070 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $192,970 | 4,760 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $178,319 | 4,519 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $152,259 | 3,843 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $131,161 | 3,843 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $119,747 | 3,843 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $100,187 | 3,843 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $124,342 | 3,806 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $96,021 | 2,806 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $56,621 | 1,878 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $66,734 | 2,552 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $73,625 | 2,552 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $74,365 | 2,552 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $56,665 | 2,187 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $46,737 | 2,387 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $56,855 | 2,437 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $143,663 | 5,129 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||