Position in HSBC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$19,107,384
+$2,095,142 QoQ
Shares Held
200,940
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#43
of 704 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. HSBC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in HSBC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,107,384 | 200,940 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $17,012,242 | 206,234 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,029,484 | 203,756 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,048,787 | 197,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,147,661 | 216,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,987,019 | 208,724 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,087,928 | 183,743 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,902,962 | 174,883 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,130,650 | 163,923 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,677,798 | 144,253 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,328,739 | 156,111 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,122,622 | 104,476 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,074,036 | 77,588 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,731,756 | 50,740 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,138,248 | 100,714 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,521,490 | 96,720 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $672,087 | 20,572 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $615,138 | 17,976 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $424,964 | 14,095 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $266,703 | 10,199 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $213,663 | 7,406 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $217,617 | 7,468 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $1,521,287 | 77,696 | Shares | Sole | 2020-12-10 | |
| 2020-03-31 | $2,457,401 | 87,733 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||