Composition Wealth, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1585859 LOS ANGELES, CA

Position in HSBC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,187,959

+$125,983 QoQ

Shares Held

12,493

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#238

of 704 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Composition Wealth, LLC holds $74,273,162 across 11 Banks - Diversified names. HSBC ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	135,192	$44,252,397
2	BAC	Bank Of America Corp /De/	259,167	$14,767,335
3	C	Citigroup Inc	62,475	$8,744,001
4	WFC	Wells Fargo & Company/Mn	39,378	$3,254,197
5	HSBC	Hsbc Holdings PLC This page	12,493	$1,187,959
6	BNY	Bank of New York Mellon Corp	3,743	$541,275
7	SAN	Banco Santander, S.A.	32,991	$455,275
8	RY	Royal Bank Of Canada	1,970	$407,730

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,187,959	12,493	-3.0%	Shares	Sole	2026-07-22
2026-03-31	$1,061,976	12,874	-16.1%	Shares	Sole	2026-04-08
2025-12-31	$1,206,640	15,338	-3.8%	Shares	Sole	2026-02-02
2025-09-30	$1,131,918	15,947	+0.3%	Shares	Sole	2025-10-20
2025-06-30	$966,439	15,898	-10.4%	Shares	Sole	2025-07-22
2025-03-31	$1,018,578	17,736	-19.8%	Shares	Sole	2025-04-14
2024-12-31	$1,093,263	22,104	-7.1%	Shares	Sole	2025-01-13
2024-09-30	$1,075,747	23,805	-3.9%	Shares	Sole	2024-10-07
2024-06-30	$1,078,017	24,782	-1.6%	Shares	Sole	2024-07-18
2024-03-31	$991,281	25,185	-8.5%	Shares	Sole	2024-04-18
2023-12-31	$1,115,336	27,512	-9.3%	Shares	Sole	2024-01-22
2023-09-30	$1,197,492	30,347	-11.2%	Shares	Sole	2023-10-25
2023-06-30	$1,354,726	34,193	-36.4%	Shares	Sole	2023-07-13
2023-03-31	$1,834,316	53,745	-26.8%	Shares	Sole	2023-04-20
2022-12-31	$2,286,863	73,391	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.