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HSBC Holdings shares owned by RMR Wealth Builders

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

Historical chart of RMR Wealth Builders investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 2.1k 95.07
2021-03-31 $2.0k 83 24.10
2020-12-31 $2.0k 83 24.10
2020-06-30 $12k 527 22.77
2019-12-31 $59k 1.5k 39.18

More positions owned by RMR Wealth Builders

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Ii Peakshares Rmr (PRMR)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Microsoft Corporation (MSFT)
Pimco Etf Tr 0-5 High Yield (HYS)

View all positions for RMR Wealth Builders

Top funds holding HSBC Holdings

Fisher Investments
Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
FMR
Northern Trust
Sanders Capital
BlackRock
Bank of America Corporation
American Century Companies
Royal Bank of Canada
Jane Street
Susquehanna International
ClearBridge Advisors
Citadel Advisors

View all funds holding HSBC Holdings