MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 1836506 OKLAHOMA CITY, OK

Position in HSBC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,160,634

+$306,424 QoQ

Shares Held

22,722

+1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#172

of 704 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $8,127,217 across 4 Banks - Diversified names. HSBC ranks #3 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	51,679	$2,944,669
2	UBS	UBS Group AG	51,081	$2,531,574
3	HSBC	Hsbc Holdings PLC This page	22,722	$2,160,634
4	JPM	Jpmorgan Chase & Co	1,498	$490,340

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,160,634	22,722	+1.1%	Shares	Sole	2026-07-13
2026-03-31	$1,854,210	22,478	-1.8%	Shares	Sole	2026-04-24
2025-12-31	$1,800,992	22,893	-1.9%	Shares	Sole	2026-01-14
2025-09-30	$1,656,389	23,336	-0.4%	Shares	Sole	2025-10-09
2025-06-30	$1,423,580	23,418	+2.0%	Shares	Sole	2025-07-11
2025-03-31	$1,318,363	22,956	-3.5%	Shares	Sole	2025-04-09
2024-12-31	$1,176,010	23,777	+5.1%	Shares	Sole	2025-01-16
2024-09-30	$1,022,107	22,618	+3.1%	Shares	Sole	2024-10-16
2024-06-30	$954,520	21,943	-1.1%	Shares	Sole	2024-07-12
2024-03-31	$873,201	22,185	+5.2%	Shares	Sole	2024-04-26
2023-12-31	$854,948	21,089	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$830,751	21,053	+10.6%	Shares	Sole	2023-10-31
2023-06-30	$754,047	19,032	+7.3%	Shares	Sole	2023-08-07
2023-03-31	$605,227	17,733	+1.6%	Shares	Sole	2023-05-05
2022-12-31	$544,115	17,462	+29.6%	Shares	Sole	2023-02-10
2022-09-30	$351,162	13,470	+10.3%	Shares	Sole	2022-11-01
2022-06-30	$398,802	12,207	+13.1%	Shares	Sole	2022-07-25
2022-03-31	$369,404	10,795	+24.7%	Shares	Sole	2022-04-14
2021-12-31	$261,068	8,659	+22.1%	Shares	Sole	2022-01-19
2021-06-30	$204,661	7,094	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.