WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1632972 PLYMOUTH, MN

Position in HSBC

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

Position Value

$4,648,950

+$2,067,426 QoQ

Shares Held

48,890

+56.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

of 94 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1.3683779914092862.ToString("F0")% Shared 0.ToString("F0")% None 98.63162200859071.ToString("F0")%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. HSBC ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,335,236	$437,062,799
2	BAC	Bank Of America Corp /De/	2,892,296	$164,803,026
3	WFC	Wells Fargo & Company/Mn	1,391,339	$114,980,254
4	C	Citigroup Inc	522,268	$73,096,629
5	BNY	Bank of New York Mellon Corp	112,489	$16,267,034
6	BMO	Bank Of Montreal /Can/	44,397	$7,844,949
7	RY	Royal Bank Of Canada	22,619	$4,681,454
8	HSBC	Hsbc Holdings PLC This page	48,890	$4,648,950

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,648,950	48,890	+56.2%	Shares	Sole	2026-07-15
2026-03-31	$2,581,524	31,295	-17.2%	Shares	Sole	2026-04-08
2025-12-31	$2,971,916	37,777	+28.8%	Shares	Sole	2026-01-08
2025-09-30	$2,082,056	29,333	+23.1%	Shares	Sole	2025-10-29
2025-06-30	$1,448,625	23,830	-18.9%	Shares	Sole	2025-07-10
2025-03-31	$1,687,925	29,391	+6.9%	Shares	Sole	2025-04-16
2024-12-31	$1,359,853	27,494	+26.9%	Shares	Sole	2025-03-17
2024-09-30	$979,448	21,674	+2.6%	Shares	Sole	2024-10-24
2024-06-30	$919,242	21,132	+3.6%	Shares	Sole	2024-07-16
2024-03-31	$802,904	20,399	+4.5%	Shares	Sole	2024-04-15
2023-12-31	$791,584	19,526	-1.8%	Shares	Sole	2024-01-30
2023-09-30	$784,583	19,883	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.