Position in HSBC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,064,437
+$122,319 QoQ
Shares Held
11,194
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#249
of 704 holders
Holding Since
Sep 2022
16 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, 2026Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. HSBC ranks #7 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
138,018 | $2,745,178 | |
| 2 | UBS |
UBS Group AG
|
51,940 | $2,574,146 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
9,572 | $1,384,206 | |
| 4 | ING |
Ing Groep NV
|
37,040 | $1,162,315 | |
| 5 | BCS |
Barclays PLC
|
41,335 | $1,110,258 | |
| 6 | RY |
Royal Bank Of Canada
|
5,213 | $1,078,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
11,194 | $1,064,437 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
41,147 | $970,246 |
All Filings in HSBC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,064,437 | 11,194 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $942,118 | 11,421 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $908,087 | 11,543 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $839,054 | 11,821 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $728,993 | 11,992 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $723,273 | 12,594 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $643,177 | 13,004 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $592,666 | 13,115 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $567,718 | 13,051 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $504,634 | 12,821 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $512,020 | 12,630 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $492,658 | 12,485 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $487,999 | 12,317 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $418,331 | 12,257 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $460,949 | 14,793 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $402,651 | 15,445 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||