Bruce G. Allen Investments, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 2005409 DENVER, CO

Position in HSBC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$126,089

+$9,696 QoQ

Shares Held

1,326

-6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#520

of 704 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. HSBC ranks #10 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,078	$680,191
2	BNY	Bank of New York Mellon Corp	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,546	$201,514
7	C	Citigroup Inc	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,089	1,326	-6.0%	Shares	Sole	2026-07-31
2026-03-31	$116,393	1,411	-24.4%	Shares	Sole	2026-05-08
2025-12-31	$146,798	1,866	0.0%	Shares	Sole	2026-02-10
2025-09-30	$132,448	1,866	+1.1%	Shares	Sole	2025-10-30
2025-06-30	$112,157	1,845	+20.7%	Shares	Sole	2025-07-09
2025-03-31	$87,753	1,528	-6.1%	Shares	Sole	2025-04-14
2024-12-31	$80,471	1,627	0.0%	Shares	Sole	2025-01-10
2024-09-30	$73,524	1,627	-1.6%	Shares	Sole	2024-10-08
2024-06-30	$71,905	1,653	+5.8%	Shares	Sole	2024-07-12
2024-03-31	$61,519	1,563	-35.0%	Shares	Sole	2024-04-10
2023-12-31	$97,458	2,404	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.