CVA Family Office, LLC

Family Office

Position in HSBC — Hsbc Holdings PLC

CIK 1802084 DENVER, CO

Position in HSBC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$12,932

+$1,714 QoQ

Shares Held

136

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#616

of 704 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. HSBC ranks #9 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,920	$4,556,433
2	C	Citigroup Inc	8,102	$1,133,955
3	BAC	Bank Of America Corp /De/	13,418	$764,557
4	WFC	Wells Fargo & Company/Mn	7,425	$613,602
5	RY	Royal Bank Of Canada	2,423	$501,488
6	BMO	Bank Of Montreal /Can/	2,512	$443,870
7	TD	Toronto Dominion Bank	3,617	$439,212
8	BNY	Bank of New York Mellon Corp	2,130	$308,019

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,932	136	0.0%	Shares	Sole	2026-08-07
2026-03-31	$11,218	136	0.0%	Shares	Sole	2026-04-29
2025-12-31	$10,699	136	0.0%	Shares	Sole	2026-01-12
2025-09-30	$9,653	136	0.0%	Shares	Sole	2025-10-30
2025-06-30	$8,267	136	-11.7%	Shares	Sole	2025-07-31
2025-03-31	$8,844	154	0.0%	Shares	Sole	2025-04-16
2024-12-31	$7,616	154	0.0%	Shares	Sole	2025-01-07
2024-09-30	$6,959	154	0.0%	Shares	Sole	2024-10-10
2024-06-30	$6,699	154	+48.1%	Shares	Sole	2024-07-10
2024-03-31	$4,093	104	+100.0%	Shares	Sole	2024-04-10
2023-12-31	$2,108	52	+6.1%	Shares	Sole	2024-01-16
2023-06-30	$1,941	49	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.