Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,657,827
+$484,685 QoQ
Shares Held
38,467
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#121
of 704 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026AMJ Financial Wealth Management holds $4,590,717 across 2 Banks - Diversified names. HSBC ranks #1 (79.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
This page
|
38,467 | $3,657,827 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,850 | $932,890 |
All Filings in HSBC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,657,827 | 38,467 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,173,142 | 38,467 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,536,950 | 32,248 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,435,050 | 118,837 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,781,928 | 62,213 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||