Garton & Associates Financial Advisors LLC
Position in HSBC — Hsbc Holdings PLC
CIK 2109857
LOUISVILLE, KY
Position in HSBC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$342,828
-$610,730 QoQ
Shares Held
4,156
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSBC Over Time
Shares Held
Position Value (USD)
All Filings in HSBC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,828 | 4,156 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $953,558 | 12,121 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||