Position in HSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$203,207
New position
Shares Held
2,137
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#499
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, 2026Trivium Point Advisory, LLC holds $18,347,400 across 6 Banks - Diversified names. HSBC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,061 | $10,821,857 | |
| 2 | C |
Citigroup Inc
|
27,215 | $3,809,011 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
15,673 | $2,266,472 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,875 | $676,637 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,900 | $570,216 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
2,137 | $203,207 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,207 | 2,137 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||