ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Position in HSBC — Hsbc Holdings PLC

CIK 1018561 Reston, VA

Position in HSBC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$237,725

+$31,500 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#468

of 704 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $2,260,683 across 4 Banks - Diversified names. HSBC ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	7,019	$982,379
2	BAC	Bank Of America Corp /De/	11,495	$654,985
3	JPM	Jpmorgan Chase & Co	1,178	$385,594
4	HSBC	Hsbc Holdings PLC This page	2,500	$237,725

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,725	2,500	0.0%	Shares	Sole	2026-07-20
2026-03-31	$206,225	2,500	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.