Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,657,860
+$725,368 QoQ
Shares Held
27,951
+19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#148
of 704 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $127,248,769 across 13 Banks - Diversified names. HSBC ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
176,488 | $57,769,814 | |
| 2 | C |
Citigroup Inc
|
77,872 | $10,898,963 | |
| 3 | BAC |
Bank Of America Corp /De/
|
160,712 | $9,157,368 | |
| 4 | BCS |
Barclays PLC
|
337,776 | $9,072,662 | |
| 5 | ING |
Ing Groep NV
|
270,953 | $8,502,503 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
101,730 | $8,406,964 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
38,747 | $5,603,202 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
199,456 | $4,998,365 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,657,860 | 27,951 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,932,492 | 23,427 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,914,933 | 49,764 | Shares | Other | 2026-02-06 | |
| 2025-06-30 | $1,370,388 | 22,543 | Shares | Sole | 2025-08-06 | |
| 2023-06-30 | $348,418 | 8,794 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $310,651 | 9,102 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $291,906 | 8,935 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $317,150 | 9,268 | Shares | Sole | 2022-04-27 | |
| 2020-03-31 | $395,417 | 14,117 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||