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HSBC Holdings shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in HSBC Holdings

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

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Quarterly reported holdings in HSBC Holdings by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 4.1k 70.98