Brio Consultants, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1747799 SAN FRANCISCO, CA

Position in HSBC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$268,914

+$68,051 QoQ

Shares Held

2,828

+16.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#439

of 704 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brio Consultants, LLC holds $1,756,529 across 5 Banks - Diversified names. HSBC ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	6,974	$576,331
2	BAC	Bank Of America Corp /De/	7,513	$428,090
3	JPM	Jpmorgan Chase & Co	849	$277,903
4	HSBC	Hsbc Holdings PLC This page	2,828	$268,914
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	8,192	$205,291

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,914	2,828	+16.1%	Shares	Sole	2026-08-12
2026-03-31	$200,863	2,435	-4.4%	Shares	Sole	2026-05-06
2025-12-31	$200,372	2,547	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.