Position in HSBC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,279,245
New position
Shares Held
13,453
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#229
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $122,439,782 across 6 Banks - Diversified names. HSBC ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
153,504 | $50,246,464 | |
| 2 | BAC |
Bank Of America Corp /De/
|
701,051 | $39,945,885 | |
| 3 | C |
Citigroup Inc
|
133,229 | $18,646,730 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
141,913 | $11,727,690 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
13,453 | $1,279,245 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,106 | $593,768 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,245 | 13,453 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||