Position in HSBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$807,694
-$37,746 QoQ
Shares Held
8,494
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#277
of 704 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $83,937,610 across 14 Banks - Diversified names. HSBC ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
132,182 | $43,267,134 | |
| 2 | C |
Citigroup Inc
|
88,631 | $12,404,794 | |
| 3 | BAC |
Bank Of America Corp /De/
|
206,934 | $11,791,099 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,676 | $11,460,184 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,031 | $1,305,972 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
8,494 | $807,694 | |
| 7 | RY |
Royal Bank Of Canada
|
2,702 | $559,232 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
20,926 | $524,405 |
All Filings in HSBC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $807,694 | 8,494 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $845,440 | 10,249 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $797,792 | 10,141 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $318,132 | 4,482 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $256,655 | 4,222 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $269,289 | 4,689 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $237,111 | 4,794 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $207,408 | 4,768 | Shares | Sole | 2024-08-02 | |
| 2020-12-31 | $21,557 | 832 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||