Position in HSBC
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$856,162
+$473,984 QoQ
Shares Held
10,379
+113.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Ascentis Independent Advisors holds $300,687 across 4 Banks - Diversified names.
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $856,162 | 10,379 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $382,178 | 4,858 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $340,633 | 4,799 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||