Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$265,301
New position
Shares Held
2,790
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#442
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, 2026Quotient Wealth Partners, LLC holds $10,913,523 across 7 Banks - Diversified names. HSBC ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,775 | $5,163,630 | |
| 2 | BAC |
Bank Of America Corp /De/
|
40,786 | $2,323,986 | |
| 3 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,325 | $1,183,818 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,213 | $609,241 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
2,790 | $265,301 | |
| 7 | SAN |
Banco Santander, S.A.
|
10,862 | $149,895 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,301 | 2,790 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||