Papamarkou Wellner Asset Management inc.
Position in HSBC — Hsbc Holdings PLC
CIK 2063952
NEW YORK, NY
Position in HSBC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$889,281
+$117,835 QoQ
Shares Held
9,352
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#265
of 704 holders
Holding Since
Dec 2025
3 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, 2026Papamarkou Wellner Asset Management inc. holds $4,275,182 across 2 Banks - Diversified names. HSBC ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,344 | $3,385,901 | |
| 2 | HSBC |
Hsbc Holdings PLC
This page
|
9,352 | $889,281 |
All Filings in HSBC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,281 | 9,352 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $771,446 | 9,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $254,104 | 3,230 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||