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HSBC Holdings shares owned by Principia Wealth Advisory

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

Historical chart of Principia Wealth Advisory investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 181 78.67
2025-09-30 $13k 181 70.98
2025-06-30 $4.0k 66 60.79

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Invesco Nasdaq 100 Etf Etf (QQQM)
Invesco Qqq Trust Series I Etf (QQQ)
Eyepoint Stock (EYPT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Ishares Gold Trust Etf (IAU)
Schwab High Yield Bond Etf Etf (SCYB)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Schwab 1000 Index Etf (SCHK)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)

View all positions for Principia Wealth Advisory

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