Sowell Financial Services LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1633697 NORTH LITTLE ROCK, AR

Position in HSBC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,104,688

+$526,216 QoQ

Shares Held

32,650

+4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#135

of 704 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. HSBC ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,498	$23,076,110
2	BAC	Bank Of America Corp /De/	226,850	$12,925,913
3	WFC	Wells Fargo & Company/Mn	103,291	$8,535,968
4	HSBC	Hsbc Holdings PLC This page	32,650	$3,104,688
5	C	Citigroup Inc	12,167	$1,702,893
6	BNY	Bank of New York Mellon Corp	9,080	$1,313,058
7	TD	Toronto Dominion Bank	4,189	$508,670
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	16,896	$423,413

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,104,688	32,650	+4.5%	Shares	Sole	2026-07-20
2026-03-31	$2,578,472	31,258	-1.1%	Shares	Sole	2026-04-20
2025-12-31	$2,486,680	31,609	+18.3%	Shares	Sole	2026-01-21
2025-09-30	$1,895,875	26,710	-28.3%	Shares	Sole	2025-10-17
2025-06-30	$2,263,272	37,231	+2.1%	Shares	Sole	2025-07-14
2025-03-31	$2,093,266	36,449	+1025.0%	Shares	Sole	2025-04-17
2021-03-31	$94,413	3,240	+17.8%	Shares	Sole	2021-05-07
2020-12-31	$71,252	2,750	0.0%	Shares	Sole	2021-01-13
2020-09-30	$53,845	2,750	+2825.5%	Shares	Sole	2020-11-12
2020-06-30	$2,193	94	-46.6%	Shares	Sole	2020-08-13
2020-03-31	$4,929	176	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.