BSW Wealth Partners

Position in HSBC — Hsbc Holdings PLC

CIK 1512601 BOULDER, CO

Position in HSBC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$533,835

+$64,220 QoQ

Shares Held

5,614

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#343

of 706 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. HSBC ranks #5 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,347	$3,714,213
2	BNY	Bank of New York Mellon Corp	9,066	$1,311,034
3	C	Citigroup Inc	7,996	$1,119,120
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	37,954	$951,127
5	HSBC	Hsbc Holdings PLC This page	5,614	$533,835
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	13,993	$329,954
7	WFC	Wells Fargo & Company/Mn	3,438	$284,116
8	BAC	Bank Of America Corp /De/	4,899	$279,145

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,835	5,614	-1.4%	Shares	Sole	2026-07-15
2026-03-31	$469,615	5,693	-16.2%	Shares	Sole	2026-04-14
2025-12-31	$534,247	6,791	-2.8%	Shares	Sole	2026-01-23
2025-09-30	$496,008	6,988	-41.2%	Shares	Sole	2025-10-15
2025-06-30	$722,428	11,884	-2.1%	Shares	Sole	2025-07-18
2025-03-31	$697,257	12,141	-1.1%	Shares	Sole	2025-04-24
2024-12-31	$606,923	12,271	-5.1%	Shares	Sole	2025-01-22
2024-09-30	$584,216	12,928	+4.4%	Shares	Sole	2024-10-29
2024-06-30	$538,660	12,383	+4.6%	Shares	Sole	2024-07-16
2024-03-31	$465,943	11,838	+75.5%	Shares	Sole	2024-04-23
2023-12-31	$273,442	6,745	-19.5%	Shares	Sole	2024-01-25
2022-06-30	$273,578	8,374	+1.0%	Shares	Sole	2022-08-15
2022-03-31	$283,820	8,294	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.