Keel Point, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1386935 HUNTSVILLE, AL

Position in HSBC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$377,317

+$58,494 QoQ

Shares Held

3,968

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#393

of 704 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. HSBC ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,143	$6,266,078
2	BAC	Bank Of America Corp /De/	42,208	$2,405,011
3	C	Citigroup Inc	7,737	$1,082,870
4	WFC	Wells Fargo & Company/Mn	11,550	$954,492
5	BNY	Bank of New York Mellon Corp	5,553	$803,019
6	HSBC	Hsbc Holdings PLC This page	3,968	$377,317
7	UBS	UBS Group AG	6,613	$327,740
8	RY	Royal Bank Of Canada	1,467	$303,624

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$377,317	3,968	+2.7%	Shares	Sole	2026-08-14
2026-03-31	$318,823	3,865	-49.0%	Shares	Sole	2026-06-01
2025-12-31	$595,767	7,573	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$532,633	7,504	+0.1%	Shares	Sole	2025-12-16
2025-06-30	$455,681	7,496	+16.6%	Shares	Sole	2025-08-15
2025-03-31	$369,274	6,430	-3.1%	Shares	Sole	2025-05-15
2024-12-31	$328,068	6,633	-12.5%	Shares	Sole	2025-02-14
2024-09-30	$342,449	7,578	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$333,210	7,660	+9.1%	Shares	Sole	2024-08-14
2024-03-31	$276,228	7,018	+24.5%	Shares	Sole	2024-04-16
2023-12-31	$228,483	5,636	-4.3%	Shares	Sole	2024-01-30
2023-09-30	$232,498	5,892	-0.7%	Shares	Sole	2023-10-26
2023-06-30	$235,065	5,933	-9.7%	Shares	Sole	2023-07-12
2023-03-31	$224,131	6,567	-3.9%	Shares	Sole	2023-04-03
2022-12-31	$213,040	6,837	—	Shares	Sole	2023-01-17
No filing history on record for this holder in this stock.