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HSBC Holdings shares owned by Forum Financial Management

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in HSBC Holdings

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All positions including HSBC Holdings held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 27k 39.36
2023-12-31 $1.1M 27k 40.54
2023-09-30 $1.1M 27k 39.46
2023-06-30 $1.1M 27k 39.62
2023-03-31 $924k 27k 34.13
2022-12-31 $844k 27k 31.16
2022-09-30 $706k 27k 26.08
2022-06-30 $884k 27k 32.66
2022-03-31 $926k 27k 34.21
2021-12-31 $816k 27k 30.15

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
Lazard Asset Management
BlackRock
Northern Trust
Groupama Asset Managment
Citigroup
Citadel Advisors
Grantham, Mayo, Van Otterloo & Co
Walleye Trading
Royal Bank of Canada
American Century Companies

View all funds holding HSBC Holdings