Safeguard Investment Advisory Group, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 1846711
Corona, CA
Position in HSBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$365,430
+$39,595 QoQ
Shares Held
3,843
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#400
of 706 holders
Holding Since
Dec 2020
23 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, 2026Safeguard Investment Advisory Group, LLC holds $4,425,677 across 5 Banks - Diversified names. HSBC ranks #4 (8.3% of the industry book) .
All Filings in HSBC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,430 | 3,843 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $325,835 | 3,950 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $326,637 | 4,152 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $331,263 | 4,667 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $283,342 | 4,661 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $261,765 | 4,558 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $233,698 | 4,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $220,346 | 4,876 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $212,149 | 4,877 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $227,185 | 5,772 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $246,645 | 6,084 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $250,965 | 6,360 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $266,246 | 6,720 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $321,129 | 9,409 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $427,234 | 13,711 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $359,270 | 13,781 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $486,227 | 14,883 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $509,296 | 14,883 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $459,244 | 15,232 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $416,020 | 15,909 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $470,399 | 16,305 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $492,961 | 16,917 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $456,793 | 17,630 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||