AE Wealth Management LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1697723 TOPEKA, KS

Position in HSBC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,504,225

+$781,450 QoQ

Shares Held

15,819

+80.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#207

of 704 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $411,113,329 across 13 Banks - Diversified names. HSBC ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	504,021	$164,981,152
2	C	Citigroup Inc	550,024	$76,981,313
3	BAC	Bank Of America Corp /De/	1,295,213	$73,801,192
4	WFC	Wells Fargo & Company/Mn	722,249	$59,686,618
5	BNY	Bank of New York Mellon Corp	208,669	$30,175,588
6	TD	Toronto Dominion Bank	15,172	$1,842,333
7	HSBC	Hsbc Holdings PLC This page	15,819	$1,504,225
8	ING	Ing Groep NV	19,446	$610,211

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,504,225	15,819	+80.5%	Shares	Other	2026-08-03
2026-03-31	$722,775	8,762	+6.5%	Shares	Sole	2026-05-13
2025-12-31	$647,216	8,227	+9.2%	Shares	Sole	2026-01-26
2025-09-30	$534,549	7,531	+2.2%	Shares	Sole	2025-11-03
2025-06-30	$447,959	7,369	+9.1%	Shares	Sole	2025-08-06
2025-03-31	$387,824	6,753	-2.1%	Shares	Other	2025-05-06
2024-12-31	$341,175	6,898	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$312,895	6,924	-8.3%	Shares	Sole	2024-11-14
2024-06-30	$328,294	7,547	-1.6%	Shares	Sole	2024-08-12
2024-03-31	$301,773	7,667	-72.3%	Shares	Sole	2024-05-15
2023-12-31	$1,123,525	27,714	+9.8%	Shares	Sole	2024-02-14
2023-09-30	$996,246	25,247	+1.5%	Shares	Sole	2023-10-11
2023-06-30	$985,943	24,885	-7.2%	Shares	Sole	2023-07-10
2022-12-31	$835,929	26,827	—	Shares	Sole	2023-01-31
No filing history on record for this holder in this stock.