Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$38,871,741
+$11,077,565 QoQ
Shares Held
408,789
+21.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#28
of 706 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. HSBC ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
60,568,915 | $12,535,948,333 | |
| 2 | TD |
Toronto Dominion Bank
|
62,731,681 | $7,617,508,021 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
28,128,121 | $4,970,238,978 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
42,547,730 | $4,892,988,950 | |
| 5 | BNS |
Bank Of Nova Scotia
|
51,924,070 | $4,509,086,235 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
5,811,029 | $1,902,124,118 | |
| 7 | BAC |
Bank Of America Corp /De/
|
19,984,898 | $1,138,739,484 | |
| 8 | C |
Citigroup Inc
|
5,618,362 | $786,345,942 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,871,741 | 408,789 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,794,176 | 336,940 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $11,515,318 | 146,375 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $16,899,128 | 238,083 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,745,593 | 209,666 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $4,368,982 | 76,075 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,563,096 | 72,040 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,746,285 | 171,416 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,324,485 | 76,425 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,549,798 | 141,001 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,634,489 | 114,319 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $3,480,016 | 88,191 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $5,882,815 | 148,481 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,865,552 | 83,960 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $16,224,635 | 520,688 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,025,402 | 77,691 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $50,496,122 | 1,545,642 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,671,231 | 224,174 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $15,550,343 | 515,766 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $14,296,699 | 546,719 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,664,051 | 473,624 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,276,619 | 78,127 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,335,167 | 51,531 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,416,631 | 72,351 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,957,023 | 169,611 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,063,590 | 180,778 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||