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HSBC Holdings shares owned by Legacy Wealth Advisors

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

Historical chart of Legacy Wealth Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Legacy Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 2.5k 95.09

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Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ab Active Etfs Conservative (BUFC)
Vanguard Index Fds Total Stk Mkt (VTI)
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Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
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Ab Active Etfs Tax Aware Shrt (TAFI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Legacy Wealth 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
American Century Companies
Royal Bank of Canada
Jane Street
Susquehanna International
ClearBridge Advisors
Citadel Advisors

View all funds holding HSBC Holdings