HSBC Holdings shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.8M | 34k | 82.49 |
| 2025-12-31 | $407k | 5.2k | 78.67 |
| 2025-09-30 | $542k | 7.6k | 70.98 |
| 2025-06-30 | $420k | 6.9k | 60.79 |
| 2024-09-30 | $283k | 6.3k | 45.19 |
| 2024-06-30 | $296k | 6.8k | 43.50 |
| 2018-03-31 | $335k | 6.9k | 48.54 |
| 2017-12-31 | $372k | 6.7k | 55.53 |