Measured Wealth Private Client Group, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1720235
PORTSMOUTH, NH
Position in HSBC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$30,438
+$1,409 QoQ
Shares Held
369
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $5,170,975 across 9 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
14,353 | $2,008,845 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,753 | $1,006,595 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
3,051 | $998,683 | |
| 4 | BNS |
Bank Of Nova Scotia
|
3,977 | $345,362 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
1,556 | $274,945 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,482 | $214,312 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
2,295 | $189,658 | |
| 8 | TD |
Toronto Dominion Bank
|
547 | $66,422 |
All Filings in HSBC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,438 | 369 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $29,029 | 369 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $26,191 | 369 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $264,656 | 6,724 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $255,199 | 6,295 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||