Position in HSBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,985,635
+$869,437 QoQ
Shares Held
31,398
+22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#140
of 706 holders
Holding Since
Jun 2024
9 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, 2026Kathmere Capital Management, LLC holds $32,306,190 across 18 Banks - Diversified names. HSBC ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,627 | $6,097,175 | |
| 2 | C |
Citigroup Inc
|
25,614 | $3,584,935 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,698 | $3,401,592 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
31,398 | $2,985,635 | |
| 5 | UBS |
UBS Group AG
|
39,599 | $1,962,526 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
70,567 | $1,768,409 | |
| 7 | RY |
Royal Bank Of Canada
|
7,981 | $1,651,827 | |
| 8 | SAN |
Banco Santander, S.A.
|
112,841 | $1,557,205 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,985,635 | 31,398 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,116,198 | 25,654 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,706,745 | 21,695 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,481,920 | 20,878 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,071,545 | 17,627 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $945,699 | 16,467 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $661,675 | 13,378 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $415,205 | 9,188 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $260,043 | 5,978 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||