Sonoma Private Wealth LLC
- SEC CIK
- 0001965757
- Latest filing
- Aug 14, 2026
HSBC holding history
HSBC Holdings PLC in every 13F filed by Sonoma Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HSBC overviewAll 13F holders of HSBCFull Q2 2026 holdings
- Shares (Q2 2026)
- 6,543
- Value
- $622.2K
- % of portfolio
- 0.7%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,543 | $622.2K | 0.7% | +322+5.2% | Added | Holders |
| Q1 2026 | 6,221 | $513.2K | 0.6% | +235+3.9% | Added | Holders |
| Q4 2025 | 5,986 | $470.9K | 0.6% | +445+8.0% | Added | Holders |
| Q3 2025 | 5,541 | $393.3K | 0.5% | −309−5.3% | Reduced | Holders |
| Q2 2025 | 5,850 | $355.6K | 0.4% | −212−3.5% | Reduced | Holders |
| Q1 2025 | 6,062 | $348.1K | 0.5% | −573−8.6% | Reduced | Holders |
| Q4 2024 | 6,635 | $328.2K | 0.5% | +250+3.9% | Added | Holders |
| Q3 2024 | 6,385 | $288.5K | 0.4% | −47−0.7% | Reduced | Holders |
| Q2 2024 | 6,432 | $279.8K | 0.5% | +136+2.2% | Added | Holders |
| Q1 2024 | 6,296 | $247.8K | 0.4% | +6,296 | New | Holders |