New England Capital Financial Advisors LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1964652
MERIDEN, CT
Position in HSBC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,754
+$630 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#659
of 704 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $421,380 across 7 Banks - Diversified names. HSBC ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
702 | $229,785 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
839 | $69,334 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
340 | $49,167 | |
| 4 | C |
Citigroup Inc
|
252 | $35,269 | |
| 5 | BAC |
Bank Of America Corp /De/
|
428 | $24,387 | |
| 6 | BNS |
Bank Of Nova Scotia
|
100 | $8,684 | |
| 7 | HSBC |
Hsbc Holdings PLC
This page
|
50 | $4,754 |
All Filings in HSBC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,754 | 50 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,124 | 50 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,933 | 50 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,549 | 50 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,039 | 50 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,871 | 50 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,473 | 50 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,259 | 50 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,175 | 50 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,968 | 50 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,027 | 50 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,973 | 50 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,981 | 50 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,706 | 50 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,558 | 50 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||