Position in HSBC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,361
-$4,114 QoQ
Shares Held
65
-60.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
3 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, 2026Truvestments Capital LLC holds $2,154,837 across 8 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,344 | $1,749,251 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,070 | $117,948 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,243 | $102,721 | |
| 4 | C |
Citigroup Inc
|
505 | $70,679 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
300 | $53,010 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
213 | $30,801 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
262 | $30,130 | |
| 8 | UBS |
UBS Group AG
|
6 | $297 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,361 | 65 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $9,475 | 165 | Shares | Sole | 2025-05-14 | |
| 2020-03-31 | $8,795 | 314 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||