Aaron Wealth Advisors LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1812198 Chicago, IL

Position in HSBC

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,137,746

+$582,263 QoQ

Shares Held

43,514

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#115

of 704 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. HSBC ranks #3 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,779	$11,711,540
2	BAC	Bank Of America Corp /De/	81,187	$4,626,035
3	HSBC	Hsbc Holdings PLC This page	43,514	$4,137,746
4	C	Citigroup Inc	29,376	$4,111,464
5	ING	Ing Groep NV	99,831	$3,132,696
6	WFC	Wells Fargo & Company/Mn	37,034	$3,060,489
7	MUFG	Mitsubishi Ufj Financial Group Inc	150,101	$2,985,508
8	SAN	Banco Santander, S.A.	197,972	$2,732,013

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,137,746	43,514	+1.0%	Shares	Sole	2026-07-16
2026-03-31	$3,555,483	43,102	+32.4%	Shares	Sole	2026-04-21
2025-12-31	$2,561,809	32,564	+28.0%	Shares	Sole	2026-01-21
2025-09-30	$1,806,228	25,447	-0.9%	Shares	Sole	2025-10-03
2025-06-30	$1,561,755	25,691	+3.5%	Shares	Sole	2025-07-09
2025-03-31	$1,425,527	24,822	+4.5%	Shares	Sole	2025-04-28
2024-12-31	$1,175,317	23,763	+13.9%	Shares	Sole	2025-01-15
2024-09-30	$943,070	20,869	+20.8%	Shares	Sole	2024-10-17
2024-06-30	$751,462	17,275	+20.0%	Shares	Sole	2024-07-22
2024-03-31	$566,705	14,398	+179.8%	Shares	Sole	2024-04-25
2023-12-31	$208,618	5,146	-96.9%	Shares	Sole	2024-01-26
2022-03-31	$5,735,579	167,609	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.