Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$618,655
-$16,353 QoQ
Shares Held
6,506
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 704 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $230,609,210 across 15 Banks - Diversified names. HSBC ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
362,177 | $118,551,397 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,175,975 | $67,007,055 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
336,760 | $27,829,846 | |
| 4 | C |
Citigroup Inc
|
54,757 | $7,663,789 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
34,852 | $5,039,947 | |
| 6 | RY |
Royal Bank Of Canada
|
4,436 | $918,118 | |
| 7 | UBS |
UBS Group AG
|
14,098 | $698,696 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
6,506 | $618,655 |
All Filings in HSBC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,655 | 6,506 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $635,008 | 7,698 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $438,742 | 5,577 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $397,275 | 5,597 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $324,010 | 5,330 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $753,022 | 13,112 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $919,758 | 18,596 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,069,495 | 90,053 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,325,053 | 76,438 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,468,619 | 62,719 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,271,334 | 56,027 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,348,146 | 59,507 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,008,337 | 50,690 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $262,420 | 10,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $309,156 | 9,463 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $358,830 | 10,486 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $281,540 | 9,338 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $406,031 | 15,527 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $347,296 | 12,038 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $307,339 | 10,547 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $265,940 | 10,264 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $300,239 | 10,719 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||