Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,465
+$857 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#647
of 704 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TIAA Wealth Investment Management LLC holds $114,348,183 across 9 Banks - Diversified names. HSBC ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
248,345 | $81,290,768 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
303,773 | $25,103,800 | |
| 3 | BAC |
Bank Of America Corp /De/
|
94,362 | $5,376,746 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
13,723 | $1,984,482 | |
| 5 | C |
Citigroup Inc
|
2,766 | $387,129 | |
| 6 | UBS |
UBS Group AG
|
2,616 | $129,648 | |
| 7 | RY |
Royal Bank Of Canada
|
212 | $43,877 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
143 | $25,268 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,465 | 68 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $5,608 | 68 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||