HSBC Holdings shares owned by Mariner Wealth Advisors
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Mariner Wealth Advisors
from 13F filings
Historical chart of Mariner Wealth Advisors investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Mariner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 199k | 70.97 |
| 2025-06-30 | $12M | 197k | 60.79 |
| 2025-03-31 | $11M | 182k | 57.43 |
| 2024-12-31 | $9.2M | 187k | 49.46 |
| 2024-09-30 | $7.5M | 167k | 45.24 |
| 2024-06-30 | $7.0M | 161k | 43.51 |
| 2024-03-31 | $5.6M | 142k | 39.36 |
| 2023-12-31 | $5.7M | 140k | 40.54 |
| 2023-09-30 | $5.2M | 133k | 39.46 |
| 2023-06-30 | $4.8M | 122k | 39.58 |
| 2023-03-31 | $3.5M | 103k | 34.14 |
| 2022-12-31 | $2.3M | 74k | 31.15 |
| 2022-09-30 | $2.4M | 91k | 26.06 |
| 2022-06-30 | $1.1M | 33k | 32.67 |
| 2022-03-31 | $666k | 20k | 34.24 |
| 2021-12-31 | $360k | 12k | 30.18 |
| 2020-03-31 | $834k | 29k | 28.91 |
| 2019-12-31 | $1.4M | 35k | 39.08 |
| 2019-09-30 | $964k | 25k | 38.27 |
| 2019-06-30 | $1.7M | 41k | 41.74 |
| 2019-03-31 | $1.9M | 47k | 40.59 |
| 2018-12-31 | $635k | 15k | 41.18 |
| 2018-09-30 | $769k | 18k | 43.96 |
| 2018-06-30 | $777k | 16k | 47.23 |
| 2018-03-31 | $397k | 8.3k | 47.65 |
| 2017-12-31 | $208k | 4.0k | 51.68 |
| 2017-09-30 | $201k | 4.1k | 49.41 |
| 2016-09-30 | $319k | 8.0k | 40.00 |
| 2016-06-30 | $229k | 7.3k | 31.30 |
| 2016-03-31 | $222k | 7.1k | 31.15 |
| 2015-12-31 | $240k | 6.1k | 39.55 |
| 2015-09-30 | $224k | 5.9k | 37.80 |
| 2012-06-30 | $29k | 655 | 44.27 |
| 2012-03-31 | $182k | 4.1k | 44.44 |