Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$225,743
-$92,477 QoQ
Shares Held
2,374
-41.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 704 holders
Holding Since
Sep 2024
7 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, 2026CreativeOne Wealth, LLC holds $18,856,089 across 6 Banks - Diversified names. HSBC ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,378 | $9,288,970 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,573 | $3,736,349 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,058 | $2,177,537 | |
| 4 | C |
Citigroup Inc
|
13,447 | $1,882,041 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,701 | $1,545,449 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
2,374 | $225,743 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,743 | 2,374 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $318,220 | 4,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $381,872 | 5,380 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $433,858 | 7,137 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $409,475 | 7,130 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $236,517 | 4,782 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $217,454 | 4,812 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||