SVB WEALTH LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1626116 BOSTON, MA

Position in HSBC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$269,959

+$43,443 QoQ

Shares Held

2,839

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#438

of 704 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $7,475,889 across 5 Banks - Diversified names. HSBC ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	52,717	$3,003,813
2	BNY	Bank of New York Mellon Corp	14,016	$2,026,852
3	C	Citigroup Inc	10,636	$1,488,612
4	WFC	Wells Fargo & Company/Mn	8,309	$686,653
5	HSBC	Hsbc Holdings PLC This page	2,839	$269,959

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,959	2,839	+3.4%	Shares	Sole	2026-07-17
2026-03-31	$226,516	2,746	+2.9%	Shares	Sole	2026-04-17
2025-12-31	$209,889	2,668	-37.3%	Shares	Sole	2026-02-04
2025-06-30	$258,721	4,256	-52.2%	Shares	Sole	2025-08-14
2024-12-31	$440,835	8,913	-9.3%	Shares	Sole	2025-02-05
2024-06-30	$427,430	9,826	-17.2%	Shares	Sole	2024-08-06
2024-03-31	$467,083	11,867	-5.5%	Shares	Sole	2024-05-15
2023-12-31	$509,140	12,559	+5.1%	Shares	Sole	2024-01-30
2023-09-30	$471,467	11,948	-11.6%	Shares	Sole	2023-10-23
2023-06-30	$535,621	13,519	+7.6%	Shares	Sole	2023-07-24
2023-03-31	$428,774	12,563	+20.2%	Shares	Sole	2023-05-12
2022-12-31	$325,776	10,455	-25.6%	Shares	Sole	2023-02-10
2022-09-30	$366,152	14,045	+64.9%	Shares	Sole	2022-11-09
2022-06-30	$278,184	8,515	+33.2%	Shares	Sole	2022-08-16
2022-03-31	$218,835	6,395	-7.0%	Shares	Sole	2022-05-13
2021-03-31	$200,307	6,874	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.