Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,127,671
+$102,403 QoQ
Shares Held
11,859
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#244
of 704 holders
Holding Since
Jun 2025
5 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, 2026Concurrent Investment Advisors, LLC holds $181,280,957 across 16 Banks - Diversified names. HSBC ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
277,039 | $90,683,175 | |
| 2 | BAC |
Bank Of America Corp /De/
|
892,594 | $50,860,005 | |
| 3 | C |
Citigroup Inc
|
131,946 | $18,467,161 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
109,486 | $9,047,922 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,689 | $3,570,275 | |
| 6 | BCS |
Barclays PLC
|
50,175 | $1,347,700 | |
| 7 | UBS |
UBS Group AG
|
22,806 | $1,130,265 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
11,859 | $1,127,671 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,127,671 | 11,859 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,025,268 | 12,429 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $607,174 | 7,718 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $368,670 | 5,194 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $289,968 | 4,770 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||