LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in HSBC — Hsbc Holdings PLC
CIK 932974
BOSTON, MA
Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$760,720
+$751,258 QoQ
Shares Held
8,000
+2339.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 704 holders
Holding Since
Dec 2020
3 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $23,430,525 across 8 Banks - Diversified names. HSBC ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,463 | $16,190,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,312 | $3,151,677 | |
| 3 | C |
Citigroup Inc
|
11,234 | $1,572,310 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
50,000 | $994,500 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
8,000 | $760,720 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,359 | $341,134 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,433 | $283,703 | |
| 8 | TD |
Toronto Dominion Bank
|
1,118 | $135,758 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,720 | 8,000 | Shares | Sole | 2026-07-30 | |
| 2021-06-30 | $9,462 | 328 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $11,296 | 436 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||