Position in HSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,752,978
+$80,085 QoQ
Shares Held
49,984
-11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#108
of 710 holders
Holding Since
Jun 2022
16 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, 2026IEQ CAPITAL, LLC holds $304,666,223 across 19 Banks - Diversified names. HSBC ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
374,144 | $122,468,554 | |
| 2 | C |
Citigroup Inc
|
386,211 | $54,054,090 | |
| 3 | BAC |
Bank Of America Corp /De/
|
699,014 | $39,829,817 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
412,166 | $34,061,397 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
61,592 | $8,906,818 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
49,984 | $4,752,978 | |
| 7 | SAN |
Banco Santander, S.A.
|
332,187 | $4,584,179 | |
| 8 | RY |
Royal Bank Of Canada
|
19,915 | $4,121,807 |
All Filings in HSBC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,752,978 | 49,984 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $4,672,893 | 56,648 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,908,010 | 49,676 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,263,518 | 45,978 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,647,834 | 27,107 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,275,577 | 22,211 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $797,591 | 16,126 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $670,981 | 14,848 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $588,772 | 13,535 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $394,465 | 10,022 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $439,372 | 10,838 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $325,229 | 8,242 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $347,507 | 8,771 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $225,053 | 6,594 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $251,835 | 8,082 | Shares | Other | 2023-02-06 | |
| 2022-06-30 | $340,388 | 10,419 | Shares | Other | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||