Vanguard Personalized Indexing Management, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1767306
OAKLAND, CA
Position in HSBC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,384,392
+$2,702,927 QoQ
Shares Held
140,755
+8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#55
of 704 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $419,017,420 across 19 Banks - Diversified names. HSBC ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
542,873 | $177,698,619 | |
| 2 | BAC |
Bank Of America Corp /De/
|
947,094 | $53,965,416 | |
| 3 | C |
Citigroup Inc
|
262,954 | $36,803,041 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
395,099 | $32,650,981 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,890 | $19,506,442 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
140,755 | $13,384,392 | |
| 7 | RY |
Royal Bank Of Canada
|
58,402 | $12,087,461 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
518,540 | $10,313,760 |
All Filings in HSBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,384,392 | 140,755 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $10,681,465 | 129,488 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,294,048 | 130,851 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,860,788 | 124,835 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,151,274 | 117,639 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,243,043 | 108,707 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,781,743 | 96,679 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,854,526 | 85,296 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,535,375 | 81,273 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,588,313 | 65,760 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,224,754 | 54,878 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,242,432 | 56,828 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,134,448 | 53,873 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,566,840 | 45,908 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,276,967 | 40,981 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,162,930 | 44,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,541,272 | 47,177 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,273,942 | 37,228 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $661,732 | 21,948 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $373,814 | 14,295 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $362,009 | 12,548 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $344,551 | 11,824 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $335,715 | 12,957 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||