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HSBC Holdings shares owned by Brown Financial Advisors

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

Historical chart of Brown Financial Advisors investment in HSBC Holdings

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

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Quarterly reported holdings in HSBC Holdings by Brown Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $271k 3.3k 82.49
2024-06-30 $1.7k 39 43.51

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Spdr Series Trust State Street Spd (SPYM)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Spdr Index Shs Fds State Street Spd (SPDW)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)

View all positions for Brown Financial 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
ClearBridge Advisors
American Century Companies
Royal Bank of Canada
Contrarian Capital Management
Citadel Advisors

View all funds holding HSBC Holdings