Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$32,235
+$7,488 QoQ
Shares Held
339
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#571
of 704 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. HSBC ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
|
348 | $17,246 |
All Filings in HSBC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,235 | 339 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,747 | 300 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $23,601 | 300 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $10,434 | 147 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $6,382 | 105 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $6,030 | 105 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $13,057 | 264 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $19,296 | 427 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $18,574 | 427 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $16,806 | 427 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $17,310 | 427 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $16,849 | 427 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $16,917 | 427 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $14,573 | 427 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $13,305 | 427 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $11,131 | 427 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,862 | 57 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,950 | 57 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $1,718 | 57 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,490 | 57 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,644 | 57 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,427 | 49 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||