OneDigital Investment Advisors LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1690370
OVERLAND PARK, KS
Position in HSBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$493,041
-$95,360 QoQ
Shares Held
5,185
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#357
of 704 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $64,240,966 across 12 Banks - Diversified names. HSBC ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,785 | $37,899,904 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
95,265 | $7,872,699 | |
| 3 | BAC |
Bank Of America Corp /De/
|
136,182 | $7,759,650 | |
| 4 | C |
Citigroup Inc
|
23,321 | $3,264,007 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,441 | $2,522,143 | |
| 6 | SAN |
Banco Santander, S.A.
|
93,369 | $1,288,492 | |
| 7 | TD |
Toronto Dominion Bank
|
8,716 | $1,058,383 | |
| 8 | UBS |
UBS Group AG
|
21,071 | $1,044,278 |
All Filings in HSBC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,041 | 5,185 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $588,401 | 7,133 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $527,246 | 6,702 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $400,327 | 5,640 | Shares | Sole | 2025-11-10 | |
| 2024-09-30 | $263,276 | 5,826 | Shares | Sole | 2024-11-06 | |
| 2020-12-31 | $204,611 | 7,897 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||