Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$54,644,700
+$14,905,063 QoQ
Shares Held
574,663
+19.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 704 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $30,742,314,985 across 19 Banks - Diversified names. HSBC ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
114,238,700 | $9,440,686,157 | |
| 2 | BAC |
Bank Of America Corp /De/
|
131,583,164 | $7,497,608,674 | |
| 3 | C |
Citigroup Inc
|
26,121,186 | $3,655,921,183 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,790,798 | $2,138,897,289 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,130,331 | $1,679,311,239 | |
| 6 | UBS |
UBS Group AG
|
29,666,939 | $1,470,293,489 | |
| 7 | RY |
Royal Bank Of Canada
|
6,855,539 | $1,418,890,902 | |
| 8 | TD |
Toronto Dominion Bank
|
8,180,040 | $993,302,251 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,644,700 | 574,663 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $39,739,637 | 481,751 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,853,031 | 354,049 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $22,536,997 | 317,512 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $30,528,732 | 502,200 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $11,053,088 | 192,462 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $5,055,156 | 102,207 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $2,569,499 | 56,860 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,214,562 | 27,921 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $593,545 | 15,080 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $507,881 | 12,528 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,703,366 | 43,167 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $6,147,793 | 155,169 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,337,678 | 127,093 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $48,076,107 | 1,542,879 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $28,643,290 | 1,098,707 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $75,329,144 | 2,305,759 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $81,874,564 | 2,392,594 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $101,730,469 | 3,374,145 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $84,986,452 | 3,249,960 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $104,687,327 | 3,628,677 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $118,379,761 | 4,062,449 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $105,253,334 | 4,062,267 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $131,557,078 | 6,718,952 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $140,136,565 | 6,006,711 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $163,685,926 | 5,843,839 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||