Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$308,789
-$301,950 QoQ
Shares Held
6,972
-51.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 186 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026HSBC HOLDINGS PLC holds $3,934,438 across 3 Financial Conglomerates names. TREE ranks #3 (7.8% of the industry book) .
All Filings in TREE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,789 | 6,972 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $610,739 | 14,243 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $749,259 | 14,113 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $610,015 | 9,424 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $521,871 | 14,078 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $961,665 | 19,130 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $701,530 | 18,104 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $987,844 | 17,023 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $615,698 | 14,804 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $682,436 | 16,118 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $723,495 | 23,862 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $339,527 | 21,905 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $234,410 | 10,602 | Shares | Defined | 2023-08-11 | |
| 2022-06-30 | $219,713 | 5,014 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $432,008 | 3,610 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $306,745 | 2,502 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $310,002 | 2,217 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $254,255 | 1,200 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $273,918 | 1,286 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $429,027 | 1,567 | Shares | Other | 2021-02-25 | |
| 2020-06-30 | $476,276 | 1,645 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||