Position in HSBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$459,950
+$63,256 QoQ
Shares Held
4,837
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#366
of 704 holders
Holding Since
Jun 2024
9 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, 2026Canopy Partners, LLC holds $10,376,456 across 12 Banks - Diversified names. HSBC ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,168 | $4,637,611 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,466 | $1,906,892 | |
| 3 | RY |
Royal Bank Of Canada
|
2,885 | $597,108 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,036 | $498,815 | |
| 5 | ING |
Ing Groep NV
|
15,497 | $486,295 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
4,837 | $459,950 | |
| 7 | BCS |
Barclays PLC
|
13,901 | $373,380 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,626 | $344,881 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,950 | 4,837 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $396,694 | 4,809 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $378,324 | 4,809 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $337,864 | 4,760 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $289,360 | 4,760 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $273,366 | 4,760 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $233,451 | 4,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $213,206 | 4,718 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $201,100 | 4,623 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||