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HSBC Holdings shares owned by Venturi Wealth Management

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

Historical chart of Venturi Wealth Management investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in HSBC Holdings by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $949k 10k 95.09
2026-03-31 $750k 9.1k 82.49
2025-12-31 $422k 5.4k 78.67
2025-09-30 $247k 3.5k 70.98
2024-12-31 $28k 571 49.46
2024-09-30 $16k 361 45.19
2024-06-30 $5.0k 114 43.50