Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$622,173
+$109,003 QoQ
Shares Held
6,543
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#317
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, 2026Sonoma Private Wealth LLC holds $1,778,629 across 2 Banks - Diversified names. HSBC ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,533 | $1,156,456 | |
| 2 | HSBC |
Hsbc Holdings PLC
This page
|
6,543 | $622,173 |
All Filings in HSBC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,173 | 6,543 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $513,170 | 6,221 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $470,918 | 5,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $393,300 | 5,541 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $355,621 | 5,850 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $348,140 | 6,062 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $328,167 | 6,635 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $288,538 | 6,385 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $279,792 | 6,432 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $247,810 | 6,296 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||