Position in HSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$396,810
+$32,122 QoQ
Shares Held
4,173
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#384
of 706 holders
Holding Since
Dec 2024
7 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, 2026CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. HSBC ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
846,920 | $118,534,923 | |
| 2 | BAC |
Bank Of America Corp /De/
|
505,847 | $28,823,162 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
312,648 | $25,837,230 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
16,514 | $5,405,527 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
12,395 | $1,792,440 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
3,936 | $695,491 | |
| 7 | RY |
Royal Bank Of Canada
|
1,935 | $400,486 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
4,173 | $396,810 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,810 | 4,173 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $364,688 | 4,421 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $353,700 | 4,496 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $316,357 | 4,457 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $296,655 | 4,880 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $283,015 | 4,928 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $235,083 | 4,753 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||