Position in HSBC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,363,061
+$202,205 QoQ
Shares Held
52,892
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Jackson Wealth Management, LLC holds $4,674,576 across 2 Banks - Diversified names. HSBC ranks #1 (93.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
This page
|
52,892 | $4,363,061 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,059 | $311,515 |
All Filings in HSBC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,363,061 | 52,892 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,160,856 | 52,890 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,562,344 | 50,188 | Shares | Sole | 2025-10-03 | |
| No filing history on record for this holder in this stock. | ||||||