Position in HSBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,570,500
+$1,109,633 QoQ
Shares Held
48,065
+14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#111
of 706 holders
Holding Since
Mar 2025
6 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, 2026TrueMark Investments, LLC holds $7,909,555 across 2 Banks - Diversified names. HSBC ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
This page
|
48,065 | $4,570,500 | |
| 2 | UBS |
UBS Group AG
|
67,374 | $3,339,055 |
All Filings in HSBC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,570,500 | 48,065 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,460,867 | 41,955 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,893,875 | 36,785 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,300,711 | 46,502 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,274,757 | 53,870 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,615,591 | 45,544 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||