PARTNERS WEALTH MANAGEMENT, LLC
Position in HSBC — Hsbc Holdings PLC
CIK 2054714
CARMEL BY THE SEA, CA
Position in HSBC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$299,533
+$39,690 QoQ
Shares Held
3,150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#424
of 704 holders
Holding Since
Sep 2025
4 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $1,727,720 across 3 Banks - Diversified names. HSBC ranks #3 (17.3% of the industry book) .
All Filings in HSBC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,533 | 3,150 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $259,843 | 3,150 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $247,810 | 3,150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $255,173 | 3,595 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||