Position in HSBC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,618,717
+$228,679 QoQ
Shares Held
17,023
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#200
of 704 holders
Holding Since
Jun 2022
16 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, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. HSBC ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
This page
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in HSBC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,717 | 17,023 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,390,038 | 16,851 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,307,731 | 16,623 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,151,792 | 16,227 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,005,466 | 16,540 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $878,736 | 15,301 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $703,420 | 14,222 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $654,486 | 14,483 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $626,922 | 14,412 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $524,865 | 13,335 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $527,952 | 13,023 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $494,394 | 12,529 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $472,191 | 11,918 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $382,460 | 11,206 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $208,716 | 8,006 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $296,512 | 9,076 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||