HSBC HOLDINGS PLC

Position in SF — Stifel Financial Corp

CIK 873630 LONDON, X0

Position in SF

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,766,165

+$1,754,253 QoQ

Shares Held

111,311

+36.9% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#118

of 591 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HSBC HOLDINGS PLC holds $2,076,940,859 across 29 Capital Markets names. SF ranks #11 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	706,737	$714,772,593
2	MS	Morgan Stanley	3,280,048	$685,661,226
3	SCHW	Schwab Charles Corp	3,601,248	$332,287,148
4	HOOD	Robinhood Markets, Inc.	1,384,997	$138,887,497
5	IBKR	Interactive Brokers Group, Inc.	891,791	$77,621,487
6	FUTU	Futu Holdings Ltd	250,627	$23,493,772
7	LPLA	LPL Financial Holdings Inc.	70,358	$19,818,438
8	XP	XP Inc.	1,052,409	$17,112,167

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,766,165	111,311	+36.9%	Shares	Defined	2026-08-14
2026-03-31	$6,011,912	81,330	+324.3%	Shares	Defined	2026-04-30
2025-12-31	$2,399,965	19,166	-56.2%	Shares	Sole	2026-03-06
2025-09-30	$4,969,306	43,794	+317.2%	Shares	Sole	2025-11-13
2025-06-30	$1,089,376	10,497	-43.9%	Shares	Sole	2025-08-13
2025-03-31	$1,762,660	18,700	-42.1%	Shares	Sole	2025-05-14
2024-12-31	$3,426,383	32,300	+164.9%	Shares	Sole	2025-02-14
2024-09-30	$1,145,109	12,195	+35.0%	Shares	Defined	2024-11-14
2024-06-30	$760,294	9,035	+32.8%	Shares	Sole	2024-08-12
2024-03-31	$531,633	6,801	+0.8%	Shares	Sole	2024-05-15
2023-12-31	$466,485	6,746	-82.0%	Shares	Sole	2024-02-12
2023-09-30	$2,302,401	37,474	-19.0%	Shares	Sole	2023-11-13
2023-06-30	$2,760,510	46,263	-32.3%	Shares	Sole	2023-08-11
2023-03-31	$4,035,311	68,291	+10.7%	Shares	Defined	2023-05-15
2022-12-31	$3,599,674	61,670	+67.0%	Shares	Sole	2023-02-14
2022-09-30	$1,916,466	36,919	-27.9%	Shares	Defined	2022-11-14
2022-06-30	$2,869,233	51,218	-31.6%	Shares	Sole	2022-08-11
2022-03-31	$5,083,811	74,872	-3.0%	Shares	Defined	2022-05-16
2021-12-31	$5,432,835	77,149	+10.2%	Shares	Sole	2022-02-11
2021-09-30	$4,757,474	70,004	+5.4%	Shares	Defined	2021-11-12
2021-06-30	$4,306,378	66,395	+27.7%	Shares	Sole	2021-08-13
2021-03-31	$3,331,954	52,013	+236.7%	Shares	Defined	2021-05-14
2020-09-30	$780,949	15,446	-63.9%	Shares	Sole	2020-11-12
2020-06-30	$2,029,718	42,794	+16.6%	Shares	Defined	2020-08-14
2020-03-31	$1,514,481	36,688	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.