Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,087,320
+$168,686 QoQ
Shares Held
21,951
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#178
of 704 holders
Holding Since
Mar 2020
26 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, 2026OPPENHEIMER & CO INC holds $213,019,704 across 16 Banks - Diversified names. HSBC ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
386,843 | $126,625,319 | |
| 2 | C |
Citigroup Inc
|
261,012 | $36,531,239 | |
| 3 | BAC |
Bank Of America Corp /De/
|
493,128 | $28,098,433 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
34,567 | $4,998,733 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
51,030 | $4,217,119 | |
| 6 | SAN |
Banco Santander, S.A.
|
205,896 | $2,841,364 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
21,951 | $2,087,320 | |
| 8 | BNS |
Bank Of Nova Scotia
|
20,357 | $1,767,801 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,087,320 | 21,951 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,918,634 | 23,259 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,916,007 | 24,355 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,255,852 | 45,870 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,827,707 | 46,516 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,481,607 | 43,211 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,635,938 | 33,076 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,499,223 | 33,176 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,483,350 | 34,100 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,402,160 | 35,624 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,436,007 | 35,422 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,422,256 | 36,043 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,399,259 | 35,317 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,268,100 | 37,155 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,153,449 | 37,017 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $953,484 | 36,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,158,837 | 35,471 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,217,992 | 35,593 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,045,541 | 34,678 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $935,882 | 35,789 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $899,831 | 31,190 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $948,477 | 32,549 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $864,642 | 33,371 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $748,406 | 38,223 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $856,257 | 36,702 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $992,086 | 35,419 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||