Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,558,620
+$225,582 QoQ
Shares Held
16,391
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#202
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, 2026Frank, Rimerman Advisors LLC holds $39,050,388 across 14 Banks - Diversified names. HSBC ranks #8 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,576 | $18,846,352 | |
| 2 | BAC |
Bank Of America Corp /De/
|
75,870 | $4,323,072 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,494 | $2,520,024 | |
| 4 | RY |
Royal Bank Of Canada
|
12,118 | $2,508,062 | |
| 5 | TD |
Toronto Dominion Bank
|
17,650 | $2,143,239 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
14,776 | $2,136,757 | |
| 7 | C |
Citigroup Inc
|
12,659 | $1,771,753 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
16,391 | $1,558,620 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,620 | 16,391 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,333,038 | 16,160 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,290,581 | 16,405 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,147,036 | 16,160 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $982,366 | 16,160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $880,631 | 15,334 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $758,419 | 15,334 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,736,435 | 60,554 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,590,381 | 59,549 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||