GWN SECURITIES INC.
Broker-DealerPosition in HSBC — Hsbc Holdings PLC
CIK 1265905
Palm Beach Gardens, FL
Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$707,184
+$58,071 QoQ
Shares Held
7,437
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#297
of 704 holders
Holding Since
Sep 2025
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, 2026GWN SECURITIES INC. holds $4,714,198 across 4 Banks - Diversified names. HSBC ranks #4 (15.0% of the industry book) .
All Filings in HSBC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,184 | 7,437 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $649,113 | 7,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $579,483 | 7,366 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $394,648 | 5,560 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||