Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,560,393
+$324,255 QoQ
Shares Held
26,926
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#153
of 704 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pekin Hardy Strauss, Inc. holds $22,172,380 across 8 Banks - Diversified names. HSBC ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
319,874 | $6,362,293 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
11,136 | $3,645,146 | |
| 3 | SAN |
Banco Santander, S.A.
|
256,219 | $3,535,822 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
126,375 | $2,979,922 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
26,926 | $2,560,393 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
10,776 | $1,558,317 | |
| 7 | C |
Citigroup Inc
|
5,648 | $790,494 | |
| 8 | BCS |
Barclays PLC
|
27,550 | $739,993 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,560,393 | 26,926 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,236,138 | 27,108 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,165,234 | 27,523 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,013,560 | 28,368 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,612,454 | 26,525 | Shares | Sole | 2025-08-06 | |
| 2024-06-30 | $500,250 | 11,500 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $452,640 | 11,500 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $425,670 | 10,500 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $414,330 | 10,500 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||