RMR Wealth Builders

Position in HSBC — Hsbc Holdings PLC

CIK 1803848 Montclair, NJ

Position in HSBC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$201,971

+$199,553 QoQ

Shares Held

2,124

+2459.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#501

of 704 holders

Holding Since

Jun 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $17,196,407 across 5 Banks - Diversified names. HSBC ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	42,694	$13,975,027
2	C	Citigroup Inc	12,409	$1,736,763
3	BAC	Bank Of America Corp /De/	15,896	$905,754
4	RY	Royal Bank Of Canada	1,821	$376,892
5	HSBC	Hsbc Holdings PLC This page	2,124	$201,971

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,971	2,124	+2459.0%	Shares	Sole	2026-07-24
2021-03-31	$2,418	83	0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,150	83	-84.3%	Shares	Sole	2021-02-26
2020-06-30	$12,294	527	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.