Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,091
New position
Shares Held
22
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#682
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Trifecta Capital Advisors, LLC holds $9,650,237 across 12 Banks - Diversified names. HSBC ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
28,433 | $9,306,973 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,614 | $319,885 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
77 | $6,363 | |
| 4 | SAN |
Banco Santander, S.A.
|
235 | $3,243 | |
| 5 | C |
Citigroup Inc
|
20 | $2,799 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
106 | $2,499 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
22 | $2,091 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
69 | $1,729 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,091 | 22 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||