Position in HSBC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$445,496
New position
Shares Held
4,685
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#371
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in HSBC
reported options exposure · as of Jun 30, 2026CallValue
$1,283,715
CallShares
13,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Avestar Capital, LLC holds $21,271,061 across 7 Banks - Diversified names. HSBC ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,125 | $10,842,806 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,521 | $3,391,506 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
38,371 | $3,170,979 | |
| 4 | C |
Citigroup Inc
|
16,751 | $2,344,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,666 | $674,750 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
4,685 | $445,496 | |
| 7 | SAN |
Banco Santander, S.A.
|
29,062 | $401,055 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,283,715 | 13,500 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $445,496 | 4,685 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||