Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,561
+$870 QoQ
Shares Held
69
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#643
of 704 holders
Holding Since
Jun 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $5,193,961 across 9 Banks - Diversified names. HSBC ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,167 | $2,345,974 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,609 | $1,174,300 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
7,164 | $1,035,986 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,424 | $365,599 | |
| 5 | C |
Citigroup Inc
|
560 | $78,377 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
442 | $78,101 | |
| 7 | RY |
Royal Bank Of Canada
|
375 | $77,613 | |
| 8 | TD |
Toronto Dominion Bank
|
259 | $31,450 |
All Filings in HSBC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,561 | 69 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $5,691 | 69 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,428 | 69 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,897 | 69 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,194 | 69 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,962 | 69 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,303 | 87 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,931 | 87 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,784 | 87 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,424 | 87 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,526 | 87 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $3,433 | 87 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,446 | 87 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||