Position in HSBC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$22,346
+$9,313 QoQ
Shares Held
235
+48.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 704 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $5,272,391 across 11 Banks - Diversified names. HSBC ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,692 | $3,499,812 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,332 | $987,577 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,406 | $529,391 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
767 | $110,915 | |
| 5 | C |
Citigroup Inc
|
292 | $40,868 | |
| 6 | BCS |
Barclays PLC
|
1,084 | $29,116 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
235 | $22,346 | |
| 8 | UBS |
UBS Group AG
|
392 | $19,427 |
All Filings in HSBC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,346 | 235 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,033 | 158 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,429 | 158 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,214 | 158 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,604 | 158 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,073 | 158 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,814 | 158 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,140 | 158 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,873 | 158 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $29,559 | 751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $30,445 | 751 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $29,634 | 751 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $29,754 | 751 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,631 | 751 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,004 | 642 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $17,675 | 678 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $64,555 | 1,976 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $47,908 | 1,400 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $42,210 | 1,400 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $36,610 | 1,400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $40,390 | 1,400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $40,796 | 1,400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $36,274 | 1,400 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $29,702 | 1,517 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $32,662 | 1,400 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $39,214 | 1,400 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||