Prospera Financial Services Inc

Position in HSBC — Hsbc Holdings PLC

CIK 1541625 Dallas, TX

Position in HSBC

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

Position Value

$2,769,496

+$284,485 QoQ

Shares Held

29,125

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#143

of 704 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names. HSBC ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	229,858	$75,239,419
2	BAC	Bank Of America Corp /De/	373,611	$21,288,354
3	WFC	Wells Fargo & Company/Mn	164,152	$13,565,521
4	C	Citigroup Inc	77,583	$10,858,516
5	HSBC	Hsbc Holdings PLC This page	29,125	$2,769,496
6	BNY	Bank of New York Mellon Corp	15,528	$2,245,504
7	RY	Royal Bank Of Canada	8,087	$1,673,766
8	ING	Ing Groep NV	47,124	$1,478,751

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,769,496	29,125	-3.3%	Shares	Sole	2026-07-15
2026-03-31	$2,485,011	30,125	-41.2%	Shares	Sole	2026-04-14
2025-12-31	$4,030,893	51,238	+41.1%	Shares	Sole	2026-02-09
2025-09-30	$2,576,928	36,305	+78.5%	Shares	Sole	2025-11-06
2025-06-30	$1,236,286	20,337	+53.3%	Shares	Sole	2025-08-06
2025-03-31	$761,808	13,265	-1.8%	Shares	Sole	2025-05-15
2024-12-31	$667,957	13,505	-2.0%	Shares	Sole	2025-02-13
2024-09-30	$622,808	13,782	-0.6%	Shares	Sole	2024-11-07
2024-06-30	$603,388	13,871	-0.5%	Shares	Sole	2024-08-13
2024-03-31	$548,481	13,935	+0.1%	Shares	Sole	2024-08-13
2023-12-31	$564,235	13,918	-4.7%	Shares	Sole	2024-02-14
2023-09-30	$576,234	14,603	-7.0%	Shares	Sole	2023-11-13
2023-06-30	$622,034	15,700	+3283.6%	Shares	Sole	2023-08-08
2022-03-31	$15,878	464	+231.4%	Shares	Sole	2022-05-04
2020-09-30	$2,741	140	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.