Position in HSBC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,898
+$516 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 704 holders
Holding Since
Dec 2023
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, 2026Wiser Advisor Group LLC holds $2,165,749 across 6 Banks - Diversified names. HSBC ranks #5 (0.2% of the industry book) .
All Filings in HSBC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,898 | 41 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,382 | 41 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,225 | 41 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,910 | 41 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $4,364 | 76 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,758 | 76 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,434 | 76 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,306 | 76 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,833 | 72 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,243 | 80 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||