Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,509
+$1,260 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 704 holders
Holding Since
Jun 2022
17 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, 2026HOEY INVESTMENTS, INC holds $26,217,278 across 6 Banks - Diversified names. HSBC ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
122,048 | $10,086,046 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
29,421 | $9,630,375 | |
| 3 | BAC |
Bank Of America Corp /De/
|
111,641 | $6,361,304 | |
| 4 | C |
Citigroup Inc
|
800 | $111,968 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
125 | $18,076 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
100 | $9,509 |
All Filings in HSBC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,509 | 100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,249 | 100 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,867 | 100 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $7,098 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,079 | 100 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,743 | 100 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,946 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,519 | 100 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,350 | 100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,936 | 100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,054 | 100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $102,596 | 2,600 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $103,012 | 2,600 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $88,738 | 2,600 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $81,016 | 2,600 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,677 | 1,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,937 | 1,100 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||