Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$188,278
-$303,362 QoQ
Shares Held
1,980
-66.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#507
of 704 holders
Holding Since
Mar 2025
6 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, 2026Corient IA LLC holds $497,455 across 4 Banks - Diversified names. HSBC ranks #1 (37.8% of the industry book) .
All Filings in HSBC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,278 | 1,980 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $491,640 | 5,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $468,873 | 5,960 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $709,800 | 10,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $607,900 | 10,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $574,300 | 10,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||