Position in HSBC
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$135,313
+$10,506 QoQ
Shares Held
1,423
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#517
of 704 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. HSBC ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
1,423 | $135,313 |
All Filings in HSBC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,313 | 1,423 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $124,807 | 1,513 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $132,952 | 1,690 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $119,956 | 1,690 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $114,589 | 1,885 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $132,433 | 2,306 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $114,054 | 2,306 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $102,581 | 2,270 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $97,353 | 2,238 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $88,835 | 2,257 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $98,795 | 2,437 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,172 | 866 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $34,310 | 866 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $24,300 | 712 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $20,721 | 665 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,426 | 515 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $39,726 | 1,216 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $36,067 | 1,054 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $7,024 | 233 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||