Costello Asset Management, INC

Position in HSBC — Hsbc Holdings PLC

CIK 1760145 FEASTERVILLE, PA

Position in HSBC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,509

+$1,260 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#630

of 704 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Costello Asset Management, INC holds $3,232,576 across 6 Banks - Diversified names. HSBC ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,700	$2,847,771
2	TD	Toronto Dominion Bank	2,100	$255,003
3	RY	Royal Bank Of Canada	400	$82,788
4	WFC	Wells Fargo & Company/Mn	398	$32,890
5	HSBC	Hsbc Holdings PLC This page	100	$9,509
6	BAC	Bank Of America Corp /De/	81	$4,615

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,509	100	0.0%	Shares	Sole	2026-07-28
2026-03-31	$8,249	100	-50.0%	Shares	Sole	2026-04-30
2025-12-31	$15,734	200	0.0%	Shares	Sole	2026-02-03
2025-09-30	$14,196	200	0.0%	Shares	Sole	2025-11-06
2025-06-30	$12,158	200	0.0%	Shares	Sole	2025-07-24
2025-03-31	$11,486	200	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.