Position in HSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$493,136
-$649 QoQ
Shares Held
5,186
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 704 holders
Holding Since
Jun 2023
10 quarters on record
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. HSBC ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
688,749 | $225,448,210 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
556,012 | $45,948,831 | |
| 3 | BAC |
Bank Of America Corp /De/
|
544,630 | $31,033,017 | |
| 4 | C |
Citigroup Inc
|
152,011 | $21,275,459 | |
| 5 | RY |
Royal Bank Of Canada
|
23,858 | $4,937,890 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
25,071 | $3,625,517 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
19,637 | $3,469,857 | |
| 8 | TD |
Toronto Dominion Bank
|
24,639 | $2,991,913 |
All Filings in HSBC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,136 | 5,186 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $493,785 | 5,986 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $521,818 | 6,633 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $418,143 | 5,891 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $307,475 | 5,058 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $282,038 | 4,911 | Shares | Sole | 2025-05-14 | |
| 2024-03-31 | $242,733 | 6,167 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $251,429 | 6,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $302,539 | 7,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $223,694 | 5,646 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||