Plante Moran Financial Advisors, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1424717
SOUTHFIELD, MI
Position in HSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$33,661
+$15,596 QoQ
Shares Held
354
+61.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#569
of 704 holders
Holding Since
Jun 2020
25 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, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. HSBC ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
This page
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in HSBC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,661 | 354 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,065 | 219 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $17,228 | 219 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,544 | 219 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $13,313 | 219 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $34,687 | 604 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $29,873 | 604 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,294 | 604 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $26,274 | 604 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $23,773 | 604 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,878 | 219 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,641 | 219 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,676 | 219 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,474 | 219 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,824 | 219 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,709 | 219 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,154 | 219 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,494 | 219 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $6,602 | 219 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,726 | 219 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,318 | 219 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,381 | 219 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,674 | 219 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,288 | 219 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,109 | 219 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||