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HSBC Holdings shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 2.3k 95.09

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

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