Position in HSBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$119,623
+$18,408 QoQ
Shares Held
1,258
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
of 704 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. HSBC ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,403 | $12,243,123 | |
| 2 | RY |
Royal Bank Of Canada
|
19,734 | $4,084,345 | |
| 3 | BNS |
Bank Of Nova Scotia
|
13,743 | $1,193,442 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,673 | $472,319 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,279 | $270,976 | |
| 6 | C |
Citigroup Inc
|
1,830 | $256,126 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,228 | $183,931 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
1,258 | $119,623 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,623 | 1,258 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $101,215 | 1,227 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $96,528 | 1,227 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $92,699 | 1,306 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $74,589 | 1,227 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $64,838 | 1,129 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $55,840 | 1,129 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $51,019 | 1,129 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $49,111 | 1,129 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $44,437 | 1,129 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $45,769 | 1,129 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $44,550 | 1,129 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $44,770 | 1,130 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $41,775 | 1,224 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $38,139 | 1,224 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $31,909 | 1,224 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $39,988 | 1,224 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $48,352 | 1,413 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $29,426 | 976 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $25,522 | 976 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $28,157 | 976 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $17,396 | 597 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $40,885 | 1,578 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $30,897 | 1,578 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $36,814 | 1,578 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $87,867 | 3,137 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||