Focus Partners Advisor Solutions, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1868872
SAINT LOUIS, MO
Position in HSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$527,274
+$104,101 QoQ
Shares Held
5,545
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#346
of 704 holders
Holding Since
Mar 2025
6 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, 2026Focus Partners Advisor Solutions, LLC holds $54,467,269 across 18 Banks - Diversified names. HSBC ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,252 | $27,578,207 | |
| 2 | BAC |
Bank Of America Corp /De/
|
139,558 | $7,952,014 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
69,083 | $5,709,019 | |
| 4 | C |
Citigroup Inc
|
28,104 | $3,933,435 | |
| 5 | RY |
Royal Bank Of Canada
|
12,609 | $2,609,684 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,799 | $1,127,813 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
36,837 | $923,135 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,294 | $790,657 |
All Filings in HSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,274 | 5,545 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $423,173 | 5,130 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $360,544 | 4,583 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $345,104 | 4,862 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $244,497 | 4,022 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $221,335 | 3,854 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||