Position in HSBC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,987
+$4,770 QoQ
Shares Held
84
+115.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 706 holders
Holding Since
Mar 2020
4 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, 2026JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. HSBC ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,578 | $2,807,836 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,925 | $1,078,346 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,314 | $687,068 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,255 | $470,705 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
457 | $80,751 | |
| 6 | RY |
Royal Bank Of Canada
|
160 | $33,115 | |
| 7 | SAN |
Banco Santander, S.A.
|
703 | $9,701 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
361 | $8,512 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,987 | 84 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,217 | 39 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,068 | 39 | Shares | Sole | 2026-01-26 | |
| 2020-03-31 | $75,991 | 2,713 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||