Position in HSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$928,553
-$682,476 QoQ
Shares Held
9,765
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 704 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. HSBC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
9,765 | $928,553 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,553 | 9,765 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,611,029 | 19,530 | Shares | Sole | 2026-05-06 | |
| 2025-03-31 | $2,641 | 46 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $890 | 18 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||