Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,713,728
+$4,129,320 QoQ
Shares Held
102,153
+50.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#69
of 708 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $281,145,245 across 13 Banks - Diversified names. HSBC ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
499,797 | $163,598,552 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
773,121 | $63,890,719 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
708,357 | $17,751,426 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
102,153 | $9,713,728 | |
| 5 | BAC |
Bank Of America Corp /De/
|
167,257 | $9,530,303 | |
| 6 | SAN |
Banco Santander, S.A.
|
332,524 | $4,588,831 | |
| 7 | C |
Citigroup Inc
|
29,836 | $4,175,846 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
16,020 | $2,316,652 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,713,728 | 102,153 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,584,408 | 67,698 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,024,180 | 63,864 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,893,607 | 54,855 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,554,217 | 25,567 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||