Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,192,428
+$156,354 QoQ
Shares Held
12,540
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#237
of 704 holders
Holding Since
Mar 2020
23 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, 2026SAGE RHINO CAPITAL LLC holds $11,011,206 across 11 Banks - Diversified names. HSBC ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,855 | $3,225,837 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,393 | $1,519,997 | |
| 3 | HSBC |
Hsbc Holdings PLC
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|
12,540 | $1,192,428 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,090 | $803,842 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
31,941 | $800,441 | |
| 6 | SAN |
Banco Santander, S.A.
|
54,671 | $754,459 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,641 | $748,679 | |
| 8 | UBS |
UBS Group AG
|
14,030 | $695,326 |
All Filings in HSBC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,428 | 12,540 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,036,074 | 12,560 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $986,285 | 12,537 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $911,241 | 12,838 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $778,598 | 12,808 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $726,489 | 12,650 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $620,673 | 12,549 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $577,302 | 12,775 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $553,015 | 12,713 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $499,045 | 12,679 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $506,750 | 12,500 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $498,458 | 12,632 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $481,858 | 12,162 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $392,563 | 11,502 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $328,706 | 10,549 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $300,508 | 11,527 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $394,457 | 12,074 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $391,990 | 11,455 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $327,790 | 10,872 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $222,902 | 8,524 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $276,152 | 9,572 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $242,677 | 8,328 | Shares | Sole | 2021-05-04 | |
| 2020-03-31 | $220,074 | 7,857 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||