Position in HSBC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$212,621
-$129,839 QoQ
Shares Held
2,236
-77.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 704 holders
Holding Since
Mar 2021
9 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, 2026J.W. COLE ADVISORS, INC. holds $71,170,445 across 11 Banks - Diversified names. HSBC ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
113,083 | $37,015,458 | |
| 2 | BAC |
Bank Of America Corp /De/
|
216,525 | $12,337,594 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
101,411 | $8,380,605 | |
| 4 | RY |
Royal Bank Of Canada
|
27,854 | $5,764,942 | |
| 5 | C |
Citigroup Inc
|
26,954 | $3,772,481 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,238 | $2,203,567 | |
| 7 | TD |
Toronto Dominion Bank
|
5,643 | $685,229 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2,080 | $367,536 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,621 | 2,236 | Shares | Sole | 2026-07-21 | |
| 2023-03-31 | $342,460 | 10,034 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $452,879 | 14,534 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $453,070 | 17,379 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $627,982 | 19,222 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $677,179 | 19,789 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $607,190 | 20,139 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $524,098 | 20,042 | Shares | Sole | 2021-10-26 | |
| 2021-03-31 | $381,296 | 13,085 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||