Pinnacle Wealth Planning Services, Inc.
Position in HSBC — Hsbc Holdings PLC
CIK 1726752
MANSFIELD, OH
Position in HSBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$975,908
+$127,251 QoQ
Shares Held
10,263
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#254
of 704 holders
Holding Since
Dec 2020
21 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, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. HSBC ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,898 | $8,477,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,829 | $2,839,256 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,799 | $1,470,909 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,487 | $1,082,695 | |
| 5 | BCS |
Barclays PLC
|
37,563 | $1,008,942 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
10,263 | $975,908 | |
| 7 | SAN |
Banco Santander, S.A.
|
62,194 | $858,277 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
32,865 | $774,956 |
All Filings in HSBC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,908 | 10,263 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $848,657 | 10,288 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $807,783 | 10,268 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $717,962 | 10,115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $679,875 | 11,184 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $359,167 | 6,254 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $286,620 | 5,795 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $408,020 | 9,029 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $392,674 | 9,027 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $355,184 | 9,024 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $360,603 | 8,895 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $325,781 | 8,256 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $308,520 | 7,787 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $265,190 | 7,770 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $241,365 | 7,746 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $331,375 | 12,711 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $431,178 | 13,198 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $444,380 | 12,986 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $264,174 | 8,762 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $222,779 | 7,722 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $155,900 | 6,017 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||