Position in HSBC
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$237,653
+$28,470 QoQ
Shares Held
2,881
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
|
15,478 | $213,596 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,653 | 2,881 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $209,183 | 2,659 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||