Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$377,602
+$59,439 QoQ
Shares Held
3,971
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#392
of 704 holders
Holding Since
Mar 2025
6 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, 2026Samalin Investment Counsel, LLC holds $9,264,496 across 7 Banks - Diversified names. HSBC ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
72,309 | $4,120,166 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
8,381 | $2,743,352 | |
| 3 | C |
Citigroup Inc
|
5,779 | $808,828 | |
| 4 | ING |
Ing Groep NV
|
17,433 | $547,047 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
5,722 | $472,866 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
3,971 | $377,602 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,104 | $194,635 |
All Filings in HSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,602 | 3,971 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $318,163 | 3,857 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $306,734 | 3,899 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $275,047 | 3,875 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $231,366 | 3,806 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $210,021 | 3,657 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||