West Family Investments, Inc.

Position in HSBC — Hsbc Holdings PLC

CIK 1568303 CARLSBAD, CA

Position in HSBC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,163,901

+$383,959 QoQ

Shares Held

12,240

+29.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#241

of 706 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. HSBC ranks #2 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,256	$2,702,436
2	HSBC	Hsbc Holdings PLC This page	12,240	$1,163,901
3	RY	Royal Bank Of Canada	5,078	$1,050,993
4	BAC	Bank Of America Corp /De/	17,738	$1,010,711
5	SAN	Banco Santander, S.A.	66,897	$923,178
6	C	Citigroup Inc	6,429	$899,802
7	MUFG	Mitsubishi Ufj Financial Group Inc	43,037	$856,005
8	WFC	Wells Fargo & Company/Mn	10,007	$826,978

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,163,901	12,240	+29.5%	Shares	Sole	2026-08-10
2026-03-31	$779,942	9,455	-59.0%	Shares	Sole	2026-05-07
2025-12-31	$1,813,894	23,057	0.0%	Shares	Sole	2026-02-11
2025-09-30	$1,636,585	23,057	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$1,389,051	22,850	+94.6%	Shares	Sole	2025-08-13
2025-03-31	$674,228	11,740	-4.1%	Shares	Sole	2025-05-02
2024-12-31	$605,242	12,237	-1.7%	Shares	Sole	2025-02-07
2024-09-30	$562,344	12,444	-78.6%	Shares	Sole	2024-11-08
2024-06-30	$2,529,655	58,153	+2.1%	Shares	Sole	2024-08-05
2024-03-31	$2,242,890	56,984	+2.4%	Shares	Sole	2024-05-13
2023-12-31	$2,256,213	55,654	-6.5%	Shares	Sole	2024-02-06
2023-09-30	$2,348,146	59,507	+7.0%	Shares	Sole	2023-11-02
2023-06-30	$2,203,783	55,623	+11.2%	Shares	Sole	2023-08-16
2023-03-31	$1,706,500	50,000	-11.8%	Shares	Sole	2023-05-03
2022-12-31	$1,766,522	56,692	+4.4%	Shares	Sole	2023-02-08
2022-09-30	$1,415,183	54,284	-14.5%	Shares	Sole	2022-11-04
2022-06-30	$2,074,512	63,499	-0.6%	Shares	Sole	2022-08-12
2022-03-31	$2,185,939	63,879	+0.7%	Shares	Sole	2022-05-13
2021-12-31	$1,913,319	63,460	+16.2%	Shares	Sole	2022-02-15
2021-09-30	$1,428,286	54,619	-17.8%	Shares	Sole	2022-02-15
2021-06-30	$1,918,121	66,486	+32.3%	Shares	Sole	2022-02-15
2021-03-31	$1,464,867	50,270	+0.5%	Shares	Sole	2021-05-12
2020-12-31	$1,295,500	50,000	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.