Position in HSBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$726,107
+$99,101 QoQ
Shares Held
7,636
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#294
of 704 holders
Holding Since
Sep 2025
4 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, 2026Monument Capital Management holds $7,252,118 across 6 Banks - Diversified names. HSBC ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,063 | $3,948,581 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,653 | $963,003 | |
| 3 | C |
Citigroup Inc
|
6,379 | $892,804 | |
| 4 | HSBC |
Hsbc Holdings PLC
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|
7,636 | $726,107 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,678 | $387,265 | |
| 6 | BAC |
Bank Of America Corp /De/
|
5,868 | $334,358 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $726,107 | 7,636 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $627,006 | 7,601 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $591,598 | 7,520 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $221,670 | 3,123 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||