Position in HSBC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$265,015
New position
Shares Held
2,787
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#443
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. HSBC ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,658 | $17,891,203 | |
| 2 | BAC |
Bank Of America Corp /De/
|
24,597 | $1,401,537 | |
| 3 | RY |
Royal Bank Of Canada
|
3,402 | $704,111 | |
| 4 | C |
Citigroup Inc
|
4,853 | $679,225 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,872 | $567,902 | |
| 6 | BNS |
Bank Of Nova Scotia
|
6,413 | $556,904 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,035 | $536,284 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,172 | $314,092 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,015 | 2,787 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||