Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$496,940
+$73,024 QoQ
Shares Held
5,226
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#354
of 704 holders
Holding Since
Mar 2026
2 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, 2026Zhang Financial LLC holds $13,546,399 across 7 Banks - Diversified names. HSBC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,780 | $9,093,227 | |
| 2 | BAC |
Bank Of America Corp /De/
|
35,794 | $2,039,542 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,741 | $887,636 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
5,226 | $496,940 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,594 | $375,118 | |
| 6 | UBS |
UBS Group AG
|
7,061 | $349,943 | |
| 7 | C |
Citigroup Inc
|
2,172 | $303,993 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,940 | 5,226 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $423,916 | 5,139 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||