Cornerstone Planning, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1802105 CHARLOTTE, NC

Position in HSBC

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

Position Value

$2,118,700

+$296,909 QoQ

Shares Held

22,281

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#176

of 704 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning, LLC holds $7,618,656 across 3 Banks - Diversified names. HSBC ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,666	$4,473,291
2	HSBC	Hsbc Holdings PLC This page	22,281	$2,118,700
3	BAC	Bank Of America Corp /De/	18,018	$1,026,665

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,118,700	22,281	+0.9%	Shares	Sole	2026-07-30
2026-03-31	$1,821,791	22,085	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.