Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,637,879
+$776,997 QoQ
Shares Held
90,839
-4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 704 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $2,210,498,026 across 19 Banks - Diversified names. HSBC ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,865,671 | $1,265,350,085 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,891,596 | $278,723,138 | |
| 3 | C |
Citigroup Inc
|
1,836,863 | $257,087,343 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,620,847 | $216,586,794 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
273,718 | $39,582,357 | |
| 6 | UBS |
UBS Group AG
|
580,682 | $28,778,598 | |
| 7 | ING |
Ing Groep NV
|
554,143 | $17,389,006 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
790,629 | $15,725,608 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,637,879 | 90,839 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $7,860,882 | 95,295 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,598,683 | 122,012 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,259,798 | 116,368 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,202,033 | 118,474 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,632,790 | 132,906 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,744,512 | 136,363 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,241,957 | 138,127 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,291,796 | 98,662 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,366,322 | 60,120 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,295,656 | 56,627 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,797,283 | 45,547 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,416,691 | 35,757 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $921,405 | 26,997 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $907,128 | 29,112 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,714,282 | 65,757 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,115,283 | 64,747 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,344,548 | 68,514 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,194,120 | 39,606 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $980,100 | 37,480 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $860,854 | 29,839 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $801,437 | 27,503 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $800,152 | 30,882 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $784,824 | 40,083 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,112,483 | 90,548 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,794,024 | 99,751 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||