Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,243
-$74,017 QoQ
Shares Held
2,211
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#497
of 706 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $22,478,734 across 6 Banks - Diversified names. HSBC ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,608 | $12,964,886 | |
| 2 | BAC |
Bank Of America Corp /De/
|
137,396 | $7,828,824 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,188 | $924,576 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
14,133 | $281,105 | |
| 5 | SAN |
Banco Santander, S.A.
|
19,500 | $269,100 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
2,211 | $210,243 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,243 | 2,211 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $284,260 | 3,446 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $271,804 | 3,455 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $135,997 | 1,916 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||