Position in HSBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$228,311
New position
Shares Held
2,401
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#477
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 8%
Shared 0%
None 92%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $27,760,969 across 10 Banks - Diversified names. HSBC ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
41,212 | $13,489,923 | |
| 2 | C |
Citigroup Inc
|
39,295 | $5,499,728 | |
| 3 | BAC |
Bank Of America Corp /De/
|
96,320 | $5,488,313 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,062 | $1,327,363 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,758 | $543,444 | |
| 6 | RY |
Royal Bank Of Canada
|
1,858 | $384,550 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
13,737 | $344,249 | |
| 8 | SAN |
Banco Santander, S.A.
|
16,998 | $234,572 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,311 | 2,401 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||