Position in HSBC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$357,253
-$107,908 QoQ
Shares Held
3,757
-33.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#402
of 706 holders
Holding Since
Mar 2020
23 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. HSBC ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in HSBC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,253 | 3,757 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $465,161 | 5,639 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $387,843 | 4,930 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $349,931 | 4,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $302,977 | 4,984 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $336,137 | 5,853 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $289,489 | 5,853 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $266,395 | 5,895 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $269,482 | 6,195 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $250,526 | 6,365 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,972 | 98 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $5,050 | 128 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,071 | 128 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $3,890 | 114 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,552 | 114 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,971 | 114 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,573 | 140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,551 | 133 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,009 | 133 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,876 | 110 | Shares | Sole | 2021-11-02 | |
| 2020-09-30 | $2,917 | 149 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $3,406 | 146 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $4,089 | 146 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||