Cornerstone Planning Group LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1822587 FAIRFIELD, NJ

Position in HSBC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$58,004

+$8,923 QoQ

Shares Held

610

+2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#549

of 708 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $3,422,911 across 18 Banks - Diversified names. HSBC ranks #6 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,337	$2,401,620
2	BAC	Bank Of America Corp /De/	3,143	$179,088
3	WFC	Wells Fargo & Company/Mn	1,696	$140,157
4	C	Citigroup Inc	988	$138,280
5	BNY	Bank of New York Mellon Corp	568	$82,138
6	HSBC	Hsbc Holdings PLC This page	610	$58,004
7	RY	Royal Bank Of Canada	274	$56,709
8	UBS	UBS Group AG	1,137	$56,349

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,004	610	+2.5%	Shares	Sole	2026-07-29
2026-03-31	$49,081	595	+19.5%	Shares	Sole	2026-05-06
2025-12-31	$39,177	498	+30.7%	Shares	Sole	2026-02-02
2025-09-30	$27,043	381	0.0%	Shares	Sole	2025-11-04
2025-06-30	$23,160	381	+35.1%	Shares	Sole	2025-08-11
2025-03-31	$16,195	282	+8.5%	Shares	Sole	2025-04-30
2024-12-31	$12,859	260	+27.5%	Shares	Sole	2025-01-29
2024-09-30	$9,218	204	+70.0%	Shares	Sole	2024-11-05
2024-06-30	$5,220	120	+55.8%	Shares	Sole	2024-08-13
2024-03-31	$3,030	77	+1183.3%	Shares	Sole	2024-05-07
2023-12-31	$243	6	0.0%	Shares	Sole	2024-02-12
2023-09-30	$236	6	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.