Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,096,768
+$145,329 QoQ
Shares Held
11,534
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#247
of 704 holders
Holding Since
Sep 2025
4 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, 2026DELTA FINANCIAL ADVISORS LLC holds $14,435,112 across 3 Banks - Diversified names. HSBC ranks #3 (7.6% of the industry book) .
All Filings in HSBC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,768 | 11,534 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $951,439 | 11,534 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $907,379 | 11,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $557,193 | 7,850 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||