Position in HSBC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,499
+$2,054 QoQ
Shares Held
163
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 704 holders
Holding Since
Mar 2020
8 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, 2026Center for Financial Planning, Inc. holds $6,139,685 across 5 Banks - Diversified names. HSBC ranks #5 (0.3% of the industry book) .
All Filings in HSBC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,499 | 163 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $13,445 | 163 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,823 | 163 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,569 | 163 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,908 | 163 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,361 | 163 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,061 | 163 | Shares | Sole | 2025-01-30 | |
| 2020-03-31 | $840 | 30 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||