Position in HSBC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$241,148
+$31,954 QoQ
Shares Held
2,536
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#461
of 704 holders
Holding Since
Mar 2026
2 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, 2026Avantax Planning Partners, Inc. holds $24,413,763 across 6 Banks - Diversified names. HSBC ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,234 | $16,443,095 | |
| 2 | BAC |
Bank Of America Corp /De/
|
105,423 | $6,007,002 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,555 | $954,905 | |
| 4 | C |
Citigroup Inc
|
3,361 | $470,405 | |
| 5 | RY |
Royal Bank Of Canada
|
1,436 | $297,208 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
2,536 | $241,148 |
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,148 | 2,536 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $209,194 | 2,536 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||