Position in HSBC
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$36,708
New position
Shares Held
445
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Western Wealth Management, LLC holds $32,095,765 across 7 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,631 | $21,155,665 | |
| 2 | BAC |
Bank Of America Corp /De/
|
95,913 | $5,465,121 | |
| 3 | C |
Citigroup Inc
|
12,279 | $1,718,568 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
11,750 | $1,699,167 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,120 | $1,249,516 | |
| 6 | RY |
Royal Bank Of Canada
|
2,051 | $424,495 | |
| 7 | TD |
Toronto Dominion Bank
|
3,156 | $383,233 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,708 | 445 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||