Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$13,597
+$564 QoQ
Shares Held
143
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#615
of 704 holders
Holding Since
Dec 2025
3 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, 2026MV CAPITAL MANAGEMENT, INC. holds $12,580,147 across 18 Banks - Diversified names. HSBC ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,272 | $9,581,603 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,414 | $1,273,812 | |
| 3 | BAC |
Bank Of America Corp /De/
|
17,505 | $997,434 | |
| 4 | C |
Citigroup Inc
|
3,645 | $510,154 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
825 | $119,303 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
143 | $13,597 | |
| 7 | RY |
Royal Bank Of Canada
|
57 | $11,797 | |
| 8 | TD |
Toronto Dominion Bank
|
96 | $11,657 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,597 | 143 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $13,033 | 158 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,832 | 36 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||