Baldwin Investment Management, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in HSBC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$580,429

+$109,659 QoQ

Shares Held

6,104

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#330

of 704 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Financial Services · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $21,305,534 across 4 Banks - Diversified names. HSBC ranks #2 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	61,191	$20,029,650
2	HSBC	Hsbc Holdings PLC This page	6,104	$580,429
3	BAC	Bank Of America Corp /De/	8,475	$482,905
4	WFC	Wells Fargo & Company/Mn	2,572	$212,550

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,429	6,104	+7.0%	Shares	Sole	2026-07-28
2026-03-31	$470,770	5,707	0.0%	Shares	Sole	2026-05-12
2025-12-31	$448,969	5,707	0.0%	Shares	Sole	2026-02-13
2025-09-30	$405,082	5,707	0.0%	Shares	Sole	2025-11-10
2025-06-30	$346,928	5,707	-2.6%	Shares	Sole	2025-08-11
2025-03-31	$336,367	5,857	0.0%	Shares	Sole	2025-05-07
2024-12-31	$289,687	5,857	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$271,411	6,006	0.0%	Shares	Sole	2024-11-13
2024-06-30	$261,261	6,006	-0.1%	Shares	Sole	2024-07-30
2024-03-31	$236,711	6,014	0.0%	Shares	Sole	2024-05-14
2023-12-31	$243,807	6,014	0.0%	Shares	Sole	2024-02-13
2023-09-30	$237,312	6,014	0.0%	Shares	Sole	2023-11-14
2023-06-30	$238,274	6,014	0.0%	Shares	Sole	2023-08-01
2023-03-31	$205,257	6,014	-19.1%	Shares	Sole	2023-05-15
2022-06-30	$242,803	7,432	-2.0%	Shares	Sole	2022-08-02
2022-03-31	$259,490	7,583	-0.7%	Shares	Sole	2022-05-16
2021-12-31	$230,134	7,633	-37.9%	Shares	Sole	2022-02-11
2021-06-30	$354,364	12,283	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.