HAGER INVESTMENT MANAGEMENT SERVICES, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 2026645
NEW LONDON, NH
Position in HSBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,650
New position
Shares Held
112
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#623
of 704 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HAGER INVESTMENT MANAGEMENT SERVICES, LLC holds $7,099,931 across 7 Banks - Diversified names. HSBC ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,515 | $3,769,204 | |
| 2 | BNS |
Bank Of Nova Scotia
|
24,310 | $2,111,080 | |
| 3 | BAC |
Bank Of America Corp /De/
|
18,069 | $1,029,571 | |
| 4 | C |
Citigroup Inc
|
1,131 | $158,294 | |
| 5 | RY |
Royal Bank Of Canada
|
53 | $10,969 | |
| 6 | HSBC |
Hsbc Holdings PLC
This page
|
112 | $10,650 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
511 | $10,163 |
All Filings in HSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,650 | 112 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||