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HSBC Holdings shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $32k 447 70.98

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Susquehanna International
American Century Companies
Citadel Advisors
Contrarian Capital Management
Royal Bank of Canada
ClearBridge Advisors
Cookson, Peirce & Co

View all funds holding HSBC Holdings