Bleakley Financial Group, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1936953 PARSIPPANY, NJ

Position in HSBC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,542,740

+$463,936 QoQ

Shares Held

16,224

+24.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#203

of 704 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $97,370,895 across 14 Banks - Diversified names. HSBC ranks #9 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	139,437	$45,641,913
2	BAC	Bank Of America Corp /De/	246,038	$14,019,245
3	WFC	Wells Fargo & Company/Mn	128,028	$10,580,233
4	C	Citigroup Inc	54,959	$7,692,061
5	UBS	UBS Group AG	93,266	$4,622,262
6	BNY	Bank of New York Mellon Corp	24,848	$3,593,269
7	SAN	Banco Santander, S.A.	213,651	$2,948,383
8	TD	Toronto Dominion Bank	22,765	$2,764,353

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,542,740	16,224	+24.1%	Shares	Sole	2026-08-05
2026-03-31	$1,078,804	13,078	+4.1%	Shares	Sole	2026-05-04
2025-12-31	$988,173	12,561	+74.0%	Shares	Sole	2026-02-09
2024-12-31	$357,051	7,219	+7.1%	Shares	Sole	2025-01-27
2024-09-30	$304,580	6,740	+10.2%	Shares	Sole	2024-10-16
2024-06-30	$266,133	6,118	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$238,875	6,069	-5.5%	Shares	Sole	2024-05-08
2023-12-31	$260,428	6,424	+11.7%	Shares	Sole	2024-01-25
2023-09-30	$226,855	5,749	-11.5%	Shares	Sole	2023-11-14
2023-06-30	$257,371	6,496	+5.7%	Shares	Sole	2023-08-14
2023-03-31	$209,762	6,146	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.