Position in HSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,236
-$8,554 QoQ
Shares Held
13
-97.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#691
of 704 holders
Holding Since
Mar 2020
4 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, 2026Caldwell Trust Co holds $29,417,786 across 12 Banks - Diversified names. HSBC ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
66,710 | $21,836,184 | |
| 2 | BAC |
Bank Of America Corp /De/
|
87,207 | $4,969,054 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,677 | $1,543,467 | |
| 4 | RY |
Royal Bank Of Canada
|
1,444 | $298,864 | |
| 5 | C |
Citigroup Inc
|
2,014 | $281,879 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,500 | $265,050 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,060 | $153,286 | |
| 8 | TD |
Toronto Dominion Bank
|
515 | $62,536 |
All Filings in HSBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,236 | 13 | Shares | Sole | 2026-08-03 | |
| 2020-09-30 | $9,790 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $11,665 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $48,317 | 1,725 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||