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HSBC Holdings shares owned by Ballast Advisors

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in HSBC Holdings

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All positions including HSBC Holdings held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $36k 435 82.49

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Bank of America Corporation
Susquehanna International
American Century Companies
ClearBridge Advisors
Royal Bank of Canada
Citadel Advisors
Connor, Clark & Lunn Investment Management

View all funds holding HSBC Holdings