Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,704,421
+$96,804 QoQ
Shares Held
38,957
-10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#120
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, 2026WCG Wealth Advisors LLC holds $51,787,108 across 8 Banks - Diversified names. HSBC ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
84,933 | $27,801,118 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
88,515 | $7,314,879 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
37,302 | $5,394,242 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
38,957 | $3,704,421 | |
| 5 | BAC |
Bank Of America Corp /De/
|
63,553 | $3,621,249 | |
| 6 | SAN |
Banco Santander, S.A.
|
171,078 | $2,360,876 | |
| 7 | BNS |
Bank Of Nova Scotia
|
10,250 | $890,110 | |
| 8 | BCS |
Barclays PLC
|
26,069 | $700,213 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,704,421 | 38,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,607,617 | 43,734 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,224,657 | 53,701 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,737,022 | 24,472 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,913,243 | 31,473 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||