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HSBC Holdings shares owned by Garton & Associates Financial Advisors

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

Historical chart of Garton & Associates Financial Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Garton & Associates Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $954k 12k 78.67

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Broadcom Avgo (AVGO)
Fidelity Blue Chip Growth FBGRX (FBGRX)
Amazoncom Amzn (AMZN)
Pnc Finl Services PNC (PNC)
Microsoft Corp MSFT (MSFT)
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Fullerthaler Behavioral Smcp Eq Inst FTHSX (FTHSX)
Fidelity Capital & Income Fagix (FAGIX)
T Rowe Price Allcap Opportunitiesi Pnaix (PNAIX)
T Rowe Price Capital Appreciation I Traix (TRAIX)
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American Funds American Balanced F2 Ambfx (AMBFX)
Invesco Nasdaq 100 Etf QQQM (QQQM)

View all positions for Garton & Associates Financial Advisors

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Goldman Sachs Group
FMR
Northern Trust
BlackRock
Sanders Capital
Susquehanna International
ClearBridge Advisors
American Century Companies
Citadel Advisors
Contrarian Capital Management
Royal Bank of Canada
UBS Group
Cookson, Peirce & Co

View all funds holding HSBC Holdings