Position in HSBC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,147,451
+$152,045 QoQ
Shares Held
12,067
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#243
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, 2026Everest Financial Group LLC holds $7,719,523 across 4 Banks - Diversified names. HSBC ranks #3 (14.9% of the industry book) .
All Filings in HSBC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,451 | 12,067 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $995,406 | 12,067 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $949,310 | 12,067 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||