Position in HSBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,866
New position
Shares Held
2,512
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#464
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Wealth Advisors, LLC holds $2,657,454 across 5 Banks - Diversified names. HSBC ranks #5 (9.0% of the industry book) .
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,866 | 2,512 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||