Legacy Capital Group California, Inc.
Position in HSBC — Hsbc Holdings PLC
CIK 1977092
LOS GATOS, CA
Position in HSBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$443,880
-$420,285 QoQ
Shares Held
4,668
-55.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#372
of 704 holders
Holding Since
Jun 2023
12 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, 2026Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. HSBC ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
15,985 | $2,237,260 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
6,630 | $2,170,197 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
13,511 | $1,953,825 | |
| 4 | UBS |
UBS Group AG
|
31,602 | $1,566,195 | |
| 5 | BCS |
Barclays PLC
|
42,007 | $1,128,308 | |
| 6 | BAC |
Bank Of America Corp /De/
|
17,863 | $1,017,833 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
4,668 | $443,880 | |
| 8 | TD |
Toronto Dominion Bank
|
3,638 | $441,762 |
All Filings in HSBC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,880 | 4,668 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $864,165 | 10,476 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $974,249 | 12,384 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $846,152 | 11,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $683,401 | 11,242 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $270,839 | 4,716 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $226,427 | 4,578 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $207,964 | 4,602 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $403,361 | 10,248 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $413,751 | 10,206 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $233,761 | 5,924 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $224,764 | 5,673 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||