HSBC Holdings shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 26k | 70.98 |
| 2025-06-30 | $1.4M | 24k | 60.79 |
| 2025-03-31 | $1.3M | 23k | 57.43 |
| 2024-12-31 | $420k | 8.5k | 49.46 |
| 2024-09-30 | $1.1M | 24k | 45.19 |
| 2024-06-30 | $1.8M | 41k | 43.50 |
| 2024-03-31 | $1.4M | 34k | 39.36 |
| 2023-12-31 | $2.4M | 59k | 40.54 |
| 2023-09-30 | $2.4M | 62k | 39.46 |
| 2023-06-30 | $1.4M | 36k | 39.62 |
| 2023-03-31 | $1.2M | 34k | 34.13 |
| 2022-12-31 | $934k | 30k | 31.16 |
| 2022-06-30 | $288k | 8.8k | 32.71 |
| 2022-03-31 | $146k | 4.2k | 34.85 |
| 2021-12-31 | $90k | 3.0k | 30.17 |
| 2021-09-30 | $74k | 2.8k | 26.33 |
| 2021-06-30 | $66k | 2.3k | 28.90 |
| 2021-03-31 | $69k | 2.3k | 29.88 |
| 2020-12-31 | $48k | 1.9k | 25.68 |
| 2020-09-30 | $47k | 2.4k | 19.44 |
| 2020-06-30 | $42k | 1.8k | 22.95 |
| 2020-03-31 | $144k | 5.7k | 25.17 |
| 2019-12-31 | $704k | 18k | 39.36 |
More positions owned by Captrust Financial Advisors
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