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HSBC Holdings shares owned by Planned Solutions

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $87k 1.9k 45.19

More positions owned by Planned Solutions

Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Jpmorgan Income Etf Etf (JPIE)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Invesco S&p 500 Garp Etf Etf (SPGP)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Illinois Tool Wks Stock (ITW)
Apple Stock (AAPL)
Elastic N V Ord Stock (ESTC)
Invesco S&p 500 Pure Value Etf Etf (RPV)

View all positions for Planned Solutions

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
BlackRock
BlackRock
Citadel Advisors
Northern Trust
Royal Bank of Canada
American Century Companies
Cookson, Peirce & Co
Susquehanna International
Crossmark Global Holdings
Natixis Asset Management Advisors

View all funds holding HSBC Holdings