Cordatus Wealth Management LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1715862 NEWTOWN, PA

Position in HSBC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,086,403

+$149,152 QoQ

Shares Held

11,425

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#248

of 704 holders

Holding Since

Jun 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cordatus Wealth Management LLC holds $26,415,842 across 8 Banks - Diversified names. HSBC ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	36,163	$11,837,234
2	C	Citigroup Inc	39,451	$5,521,561
3	BAC	Bank Of America Corp /De/	83,900	$4,780,622
4	HSBC	Hsbc Holdings PLC This page	11,425	$1,086,403
5	RY	Royal Bank Of Canada	4,826	$998,837
6	MUFG	Mitsubishi Ufj Financial Group Inc	42,580	$846,916
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	35,169	$829,285
8	TD	Toronto Dominion Bank	4,241	$514,984

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,403	11,425	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$937,251	11,362	+0.4%	Shares	Sole	2026-04-29
2025-12-31	$890,151	11,315	-4.7%	Shares	Sole	2026-01-26
2025-09-30	$842,390	11,868	+0.2%	Shares	Sole	2025-10-22
2025-06-30	$719,935	11,843	-2.4%	Shares	Sole	2025-08-11
2025-03-31	$696,913	12,135	+4.2%	Shares	Sole	2025-05-08
2024-12-31	$576,159	11,649	+0.4%	Shares	Sole	2025-02-03
2024-09-30	$524,339	11,603	0.0%	Shares	Sole	2024-10-28
2024-06-30	$504,730	11,603	-9.1%	Shares	Sole	2024-07-18
2023-06-30	$505,987	12,771	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.