Position in HSBC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$893,179
+$126,188 QoQ
Shares Held
9,393
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#264
of 704 holders
Holding Since
Mar 2022
16 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, 2026Optas, LLC holds $14,082,049 across 13 Banks - Diversified names. HSBC ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,011 | $5,895,539 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,983 | $1,195,611 | |
| 3 | C |
Citigroup Inc
|
7,730 | $1,081,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
9,393 | $893,179 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,721 | $803,343 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
39,959 | $794,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
27,560 | $690,653 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,304 | $622,400 |
All Filings in HSBC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $893,179 | 9,393 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $766,991 | 9,298 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $741,463 | 9,425 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $667,637 | 9,406 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $567,777 | 9,340 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $555,231 | 9,668 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $475,507 | 9,614 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $421,033 | 9,317 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $343,040 | 7,886 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $295,947 | 7,519 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $276,482 | 6,820 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $245,835 | 6,230 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $247,070 | 6,236 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $200,957 | 5,888 | Shares | Other | 2023-04-18 | |
| 2022-06-30 | $206,049 | 6,307 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $215,654 | 6,302 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||