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HSBC Holdings shares owned by Intentional Wealth Strategies

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Intentional Wealth Strategies from 13F filings

Historical chart of Intentional Wealth Strategies investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Intentional Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $68k 821 82.49

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

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