Position in HSBC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$334,621
+$71,891 QoQ
Shares Held
3,519
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#411
of 704 holders
Holding Since
Dec 2025
3 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, 2026Intergy Private Wealth, LLC holds $2,541,825 across 7 Banks - Diversified names. HSBC ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,498 | $817,670 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,583 | $375,099 | |
| 3 | HSBC |
Hsbc Holdings PLC
This page
|
3,519 | $334,621 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,304 | $313,708 | |
| 5 | C |
Citigroup Inc
|
1,739 | $243,390 | |
| 6 | RY |
Royal Bank Of Canada
|
1,174 | $242,982 | |
| 7 | SAN |
Banco Santander, S.A.
|
15,533 | $214,355 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,621 | 3,519 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $262,730 | 3,185 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $228,300 | 2,902 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||