Position in HSBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$289,644
+$13,633 QoQ
Shares Held
3,046
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#428
of 704 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Symphony Financial Services, Inc. holds $2,505,340 across 2 Banks - Diversified names. HSBC ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,769 | $2,215,696 | |
| 2 | HSBC |
Hsbc Holdings PLC
This page
|
3,046 | $289,644 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,644 | 3,046 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $276,011 | 3,346 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $263,229 | 3,346 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $237,499 | 3,346 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $203,403 | 3,346 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||