Global Retirement Partners, LLC
PensionPosition in HSBC — Hsbc Holdings PLC
CIK 1749744
San Rafael, CA
Position in HSBC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,957,047
+$83,600 QoQ
Shares Held
20,581
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#180
of 704 holders
Holding Since
Mar 2020
24 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. HSBC ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
This page
|
20,581 | $1,957,047 |
All Filings in HSBC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,957,047 | 20,581 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,873,447 | 23,814 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $685,169 | 9,653 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $497,201 | 8,179 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $435,940 | 8,814 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $406,122 | 8,987 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $547,882 | 12,595 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $425,363 | 10,807 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $472,858 | 11,664 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $105,831 | 2,682 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $110,381 | 2,786 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $86,041 | 2,521 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $38,389 | 1,232 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,364 | 1,088 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $29,599 | 906 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $31,550 | 922 | Shares | Sole | 2022-07-14 | |
| 2021-12-31 | $28,883 | 958 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $21,364 | 817 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,878 | 793 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $23,078 | 792 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $20,520 | 792 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $15,507 | 792 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $19,317 | 828 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $37,673 | 1,345 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||