Position in HSBC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$557,132
-$41,250 QoQ
Shares Held
5,859
-19.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#336
of 704 holders
Holding Since
Dec 2025
3 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $72,181,423 across 15 Banks - Diversified names. HSBC ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,679 | $23,790,017 | |
| 2 | BAC |
Bank Of America Corp /De/
|
299,572 | $17,069,612 | |
| 3 | C |
Citigroup Inc
|
36,197 | $5,066,132 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
58,391 | $4,825,432 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
186,236 | $4,667,074 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
222,085 | $4,417,270 | |
| 7 | BCS |
Barclays PLC
|
140,040 | $3,761,474 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
116,391 | $2,744,499 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,132 | 5,859 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $598,382 | 7,254 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $220,669 | 2,805 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||