Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,738
+$343,237 QoQ
Shares Held
6,265
+104.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#324
of 704 holders
Holding Since
Mar 2026
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, 2026Prosperity Consulting Group, LLC holds $33,575,056 across 11 Banks - Diversified names. HSBC ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
47,362 | $15,503,003 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
49,977 | $7,227,173 | |
| 3 | BAC |
Bank Of America Corp /De/
|
81,688 | $4,654,582 | |
| 4 | C |
Citigroup Inc
|
19,027 | $2,663,018 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,315 | $1,182,991 | |
| 6 | RY |
Royal Bank Of Canada
|
3,002 | $621,323 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
6,265 | $595,738 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
15,788 | $314,023 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,738 | 6,265 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $252,501 | 3,061 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||