Position in HSBC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,497,477
New position
Shares Held
15,748
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#208
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $21,373,783 across 13 Banks - Diversified names. HSBC ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,007 | $10,476,851 | |
| 2 | RY |
Royal Bank Of Canada
|
14,700 | $3,042,459 | |
| 3 | TD |
Toronto Dominion Bank
|
15,901 | $1,930,858 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
15,748 | $1,497,477 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,853 | $1,363,095 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,037 | $1,017,620 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,324 | $474,301 | |
| 8 | ING |
Ing Groep NV
|
12,809 | $401,946 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,497,477 | 15,748 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||