Position in HSBC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$322,164
+$57,867 QoQ
Shares Held
3,388
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#417
of 704 holders
Holding Since
Mar 2026
2 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, 2026FOUNDERS GROVE WEALTH PARTNERS, LLC holds $3,574,905 across 6 Banks - Diversified names. HSBC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,395 | $1,765,945 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,067 | $744,557 | |
| 3 | HSBC |
Hsbc Holdings PLC
This page
|
3,388 | $322,164 | |
| 4 | C |
Citigroup Inc
|
2,138 | $299,234 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,376 | $278,992 | |
| 6 | SAN |
Banco Santander, S.A.
|
11,885 | $164,013 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,164 | 3,388 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $264,297 | 3,204 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||