Position in HSBC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$677,706
-$25,108 QoQ
Shares Held
7,127
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#305
of 704 holders
Holding Since
Mar 2024
10 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, 2026Wedmont Private Capital holds $43,956,290 across 14 Banks - Diversified names. HSBC ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,011 | $17,679,420 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
154,312 | $12,752,343 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,386 | $4,352,474 | |
| 4 | C |
Citigroup Inc
|
26,112 | $3,654,635 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,886 | $1,285,004 | |
| 6 | RY |
Royal Bank Of Canada
|
3,878 | $802,629 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
7,127 | $677,706 | |
| 8 | SAN |
Banco Santander, S.A.
|
37,127 | $512,352 |
All Filings in HSBC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,706 | 7,127 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $702,814 | 8,520 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $649,971 | 8,262 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $558,257 | 7,865 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $485,043 | 7,979 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $452,720 | 7,883 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $380,545 | 7,694 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $346,562 | 7,669 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $302,281 | 6,949 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $194,517 | 4,942 | Shares | Sole | 2024-04-10 | |
| No filing history on record for this holder in this stock. | ||||||