Arkadios Wealth Advisors

Position in HSBC — Hsbc Holdings PLC

CIK 1800798 ATLANTA, GA

Position in HSBC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,353,001

-$5,800 QoQ

Shares Held

24,745

-13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#164

of 706 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Arkadios Wealth Advisors holds $129,753,165 across 14 Banks - Diversified names. HSBC ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	208,806	$68,348,467
2	BAC	Bank Of America Corp /De/	285,711	$16,279,812
3	C	Citigroup Inc	111,130	$15,553,754
4	BNY	Bank of New York Mellon Corp	84,181	$12,173,414
5	RY	Royal Bank Of Canada	35,130	$7,270,855
6	WFC	Wells Fargo & Company/Mn	63,029	$5,208,715
7	HSBC	Hsbc Holdings PLC This page	24,745	$2,353,001
8	BNS	Bank Of Nova Scotia	5,957	$517,305

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,353,001	24,745	-13.5%	Shares	Sole	2026-08-10
2026-03-31	$2,358,801	28,595	-12.0%	Shares	Sole	2026-05-18
2025-12-31	$2,555,909	32,489	-3.4%	Shares	Sole	2026-02-13
2025-09-30	$2,387,199	33,632	-4.1%	Shares	Sole	2025-10-29
2025-06-30	$2,131,905	35,070	-21.9%	Shares	Sole	2025-08-04
2025-03-31	$2,578,778	44,903	+11014.6%	Shares	Sole	2025-05-08
2021-09-30	$10,564	404	0.0%	Shares	Sole	2021-10-19
2021-06-30	$11,655	404	+2.5%	Shares	Sole	2021-07-28
2021-03-31	$11,481	394	0.0%	Shares	Sole	2021-04-26
2020-12-31	$10,208	394	-0.3%	Shares	Sole	2021-02-09
2020-03-31	$11,063	395	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.