Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,108,016
+$1,566,608 QoQ
Shares Held
32,685
+74.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#133
of 704 holders
Holding Since
Mar 2020
22 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, 2026Integrated Wealth Concepts LLC holds $188,397,519 across 19 Banks - Diversified names. HSBC ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
287,857 | $94,224,231 | |
| 2 | BAC |
Bank Of America Corp /De/
|
457,988 | $26,096,156 | |
| 3 | C |
Citigroup Inc
|
153,863 | $21,534,665 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
132,711 | $10,967,237 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
71,038 | $10,272,805 | |
| 6 | UBS |
UBS Group AG
|
62,814 | $3,113,061 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
32,685 | $3,108,016 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
117,514 | $2,944,900 |
All Filings in HSBC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108,016 | 32,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,541,408 | 18,686 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,309,619 | 16,647 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,268,483 | 17,871 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,057,077 | 17,389 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $685,197 | 11,931 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $720,780 | 14,573 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $641,020 | 14,185 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $605,520 | 13,920 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $560,289 | 14,235 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,640,370 | 65,130 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,416,648 | 61,243 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,427,081 | 61,259 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,095,752 | 61,405 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,019,604 | 64,814 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,708,002 | 65,516 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,056,249 | 62,940 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,072,842 | 60,574 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,713,545 | 56,834 | Shares | Other | 2022-02-15 | |
| 2020-09-30 | $578,510 | 29,546 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $644,327 | 27,618 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $614,343 | 21,933 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||