Position in HSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$573,963
-$73,830 QoQ
Shares Held
6,036
-23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#333
of 704 holders
Holding Since
Sep 2025
4 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, 2026WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. HSBC ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,342 | $5,676,556 | |
| 2 | C |
Citigroup Inc
|
12,511 | $1,751,039 | |
| 3 | BAC |
Bank Of America Corp /De/
|
25,069 | $1,428,431 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
59,536 | $1,184,171 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
12,812 | $1,058,783 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
6,036 | $573,963 | |
| 7 | SAN |
Banco Santander, S.A.
|
38,129 | $526,180 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
3,121 | $451,327 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,963 | 6,036 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $647,793 | 7,853 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $517,019 | 6,572 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $272,208 | 3,835 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||