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HSBC Holdings shares owned by Jackson Wealth Management

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

Historical chart of Jackson Wealth Management investment in HSBC Holdings

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

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Quarterly reported holdings in HSBC Holdings by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.2M 53k 78.67
2025-09-30 $3.6M 50k 70.97

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United States Treas Bills Tsrys61578
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Schwab Value Advantage Money Inv SWVXX (SWVXX)
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Ishares Tr S&p 100 Etf Oef (OEF)
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Alphabet Inc Cap Stk Cl A Googl (GOOGL)
Lam Research Corp LRCX (LRCX)
Mastercard Incorporated Cl A Ma (MA)

View all positions for Jackson Wealth Management

Top funds holding HSBC Holdings

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

View all funds holding HSBC Holdings