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Legacy Wealth Partners, LLC

Position in HSBC — Hsbc Holdings PLC

CIK 2066638 Lakewood, CO

Position in HSBC

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$243,905
+$32,319 QoQ
Shares Held
2,565
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#459
of 704 holders
Holding Since
Dec 2025
3 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, 2026

Legacy Wealth Partners, LLC holds $1,910,782 across 4 Banks - Diversified names. HSBC ranks #3 (12.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 HSBC
Hsbc Holdings PLC
This page
2,565 $243,905

All Filings in HSBC

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $243,905 2,565
2026-03-31 $211,586 2,565
2025-12-31 $201,788 2,565