Position in HSBC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$740,751
+$85,286 QoQ
Shares Held
7,790
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#290
of 704 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ignite Planners, LLC holds $8,587,884 across 7 Banks - Diversified names. HSBC ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,082 | $3,627,471 | |
| 2 | BAC |
Bank Of America Corp /De/
|
27,235 | $1,551,850 | |
| 3 | C |
Citigroup Inc
|
6,323 | $884,967 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
4,838 | $854,874 | |
| 5 | HSBC |
Hsbc Holdings PLC
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|
7,790 | $740,751 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,342 | $483,286 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,381 | $444,685 |
All Filings in HSBC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $740,751 | 7,790 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $655,465 | 7,946 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $651,230 | 8,278 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,165,065 | 16,414 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,040,846 | 17,122 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $968,786 | 16,869 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $884,789 | 17,889 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $787,526 | 17,427 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $748,287 | 17,202 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $714,738 | 18,159 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||