Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,061,042
+$1,509,653 QoQ
Shares Held
32,191
+71.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#137
of 704 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. HSBC ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in HSBC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,061,042 | 32,191 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,551,389 | 18,807 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $775,528 | 9,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,772 | 8,309 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $465,712 | 7,661 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $292,030 | 5,085 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $233,203 | 4,715 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $111,348 | 2,464 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,429 | 1,757 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $41,445 | 1,053 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,324 | 230 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,499 | 38 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||