Position in HSBC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$358,964
+$54,824 QoQ
Shares Held
3,775
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#400
of 704 holders
Holding Since
Jun 2025
5 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, 2026Tower Wealth Partners, Inc. holds $1,282,717 across 3 Banks - Diversified names. HSBC ranks #2 (28.0% of the industry book) .
All Filings in HSBC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,964 | 3,775 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $304,140 | 3,687 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $290,213 | 3,689 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $257,870 | 3,633 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $212,704 | 3,499 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||