Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,553
-$146,292 QoQ
Shares Held
763
-71.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#539
of 704 holders
Holding Since
Dec 2020
21 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, 2026Addison Advisors LLC holds $1,284,773 across 13 Banks - Diversified names. HSBC ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,014 | $659,242 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,009 | $171,452 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,019 | $84,210 | |
| 4 | C |
Citigroup Inc
|
563 | $78,797 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
763 | $72,553 | |
| 6 | SAN |
Banco Santander, S.A.
|
5,050 | $69,690 | |
| 7 | TD |
Toronto Dominion Bank
|
400 | $48,572 | |
| 8 | BNS |
Bank Of Nova Scotia
|
445 | $38,643 |
All Filings in HSBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,553 | 763 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $218,845 | 2,653 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $207,845 | 2,642 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $186,605 | 2,629 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $149,908 | 2,466 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $137,487 | 2,394 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $115,439 | 2,334 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $87,668 | 1,940 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $63,423 | 1,458 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $41,288 | 1,049 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $36,283 | 895 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $20,203 | 512 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $6,933 | 175 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,491 | 73 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $4,798 | 154 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $11,835 | 454 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $12,741 | 390 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $11,087 | 324 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $7,627 | 253 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $627 | 24 | Shares | Sole | 2021-11-08 | |
| 2020-12-31 | $1,165 | 45 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||