Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,229,703
+$157,581 QoQ
Shares Held
12,932
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#234
of 706 holders
Holding Since
Dec 2024
7 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, 2026AssuredPartners Investment Advisors, LLC holds $22,985,396 across 5 Banks - Diversified names. HSBC ranks #3 (5.3% of the industry book) .
All Filings in HSBC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,703 | 12,932 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,072,122 | 12,997 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,216,631 | 15,465 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,116,941 | 15,736 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $956,591 | 15,736 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $727,695 | 12,671 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $521,555 | 10,545 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||