Position in HSBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$377,031
+$49,959 QoQ
Shares Held
3,965
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#394
of 704 holders
Holding Since
Dec 2024
7 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, 2026Sunpointe, LLC holds $8,125,970 across 10 Banks - Diversified names. HSBC ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,130 | $2,988,522 | |
| 2 | BAC |
Bank Of America Corp /De/
|
30,312 | $1,727,177 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,790 | $1,222,245 | |
| 4 | C |
Citigroup Inc
|
3,771 | $527,789 | |
| 5 | HSBC |
Hsbc Holdings PLC
This page
|
3,965 | $377,031 | |
| 6 | RY |
Royal Bank Of Canada
|
1,494 | $309,213 | |
| 7 | UBS |
UBS Group AG
|
6,144 | $304,496 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,204 | $242,737 |
All Filings in HSBC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,031 | 3,965 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $327,072 | 3,965 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $311,926 | 3,965 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $281,435 | 3,965 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $245,956 | 4,046 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $244,709 | 4,261 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $210,749 | 4,261 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||