Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$510,820
+$58,035 QoQ
Shares Held
5,372
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#351
of 704 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $77,639,682 across 12 Banks - Diversified names. HSBC ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
189,020 | $61,871,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
97,013 | $5,527,798 | |
| 3 | C |
Citigroup Inc
|
25,247 | $3,533,567 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
34,836 | $2,878,843 | |
| 5 | RY |
Royal Bank Of Canada
|
4,360 | $902,387 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,692 | $533,898 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
2,911 | $514,373 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
5,372 | $510,820 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,820 | 5,372 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $452,785 | 5,489 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $334,581 | 4,253 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $225,785 | 3,181 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||