Position in HSBC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,584,408
+$560,228 QoQ
Shares Held
67,698
+6.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 3.3752843510886588.ToString("F0")%
Shared 0.ToString("F0")%
None 96.62471564891135.ToString("F0")%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $274,362,446 across 13 Banks - Diversified names. HSBC ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
492,565 | $144,892,920 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
1,100,749 | $87,630,627 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
610,642 | $13,226,505 | |
| 4 | BAC |
Bank Of America Corp /De/
|
196,008 | $9,555,390 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
67,698 | $5,584,408 | |
| 6 | SAN |
Banco Santander, S.A.
|
351,179 | $3,961,299 | |
| 7 | C |
Citigroup Inc
|
29,064 | $3,296,148 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
17,024 | $2,019,557 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||