Position in HSBC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$223,936
New position
Shares Held
2,355
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#482
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $39,121,852 across 7 Banks - Diversified names. HSBC ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,921 | $14,376,660 | |
| 2 | C |
Citigroup Inc
|
69,604 | $9,741,775 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
85,773 | $7,088,280 | |
| 4 | BAC |
Bank Of America Corp /De/
|
120,627 | $6,873,326 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,360 | $485,889 | |
| 6 | SAN |
Banco Santander, S.A.
|
24,057 | $331,986 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
2,355 | $223,936 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,936 | 2,355 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||