Position in HSBC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$318,741
+$42,235 QoQ
Shares Held
3,352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#418
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, 2026Fulcrum Equity Management holds $2,688,781 across 6 Banks - Diversified names. HSBC ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,757 | $1,229,778 | |
| 2 | RY |
Royal Bank Of Canada
|
1,855 | $383,929 | |
| 3 | HSBC |
Hsbc Holdings PLC
This page
|
3,352 | $318,741 | |
| 4 | SAN |
Banco Santander, S.A.
|
20,893 | $288,323 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,109 | $242,535 | |
| 6 | C |
Citigroup Inc
|
1,611 | $225,475 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,741 | 3,352 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $276,506 | 3,352 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $263,701 | 3,352 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $230,897 | 3,253 | Shares | Sole | 2026-01-06 | |
| No filing history on record for this holder in this stock. | ||||||