Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,105
-$8,705 QoQ
Shares Held
2,504
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#466
of 704 holders
Holding Since
Dec 2025
3 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $70,384,095 across 7 Banks - Diversified names. HSBC ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,033 | $34,053,121 | |
| 2 | BAC |
Bank Of America Corp /De/
|
477,043 | $27,181,909 | |
| 3 | C |
Citigroup Inc
|
30,520 | $4,271,578 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,121 | $3,894,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,901 | $419,513 | |
| 6 | SAN |
Banco Santander, S.A.
|
23,608 | $325,790 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
2,504 | $238,105 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,105 | 2,504 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $246,810 | 2,992 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $228,379 | 2,903 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||