Position in HSBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$367,332
+$34,898 QoQ
Shares Held
3,863
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#398
of 704 holders
Holding Since
Jun 2023
13 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, 2026Cornerstone Wealth Management, LLC holds $18,229,590 across 6 Banks - Diversified names. HSBC ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,626 | $8,715,488 | |
| 2 | BAC |
Bank Of America Corp /De/
|
64,609 | $3,681,420 | |
| 3 | C |
Citigroup Inc
|
17,178 | $2,404,232 | |
| 4 | BNS |
Bank Of Nova Scotia
|
24,135 | $2,095,883 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,680 | $965,235 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
3,863 | $367,332 |
All Filings in HSBC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,332 | 3,863 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $332,434 | 4,030 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $309,645 | 3,936 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $289,456 | 4,078 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $249,360 | 4,102 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $264,292 | 4,602 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $242,650 | 4,906 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $221,024 | 4,891 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $224,590 | 5,163 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $200,696 | 5,099 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $209,551 | 5,169 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $215,925 | 5,472 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $222,981 | 5,628 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||