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HSBC Holdings shares owned by Wealthstream Advisors

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Wealthstream Advisors from 13F filings

Historical chart of Wealthstream Advisors investment in HSBC Holdings

Tip: Access up to 7 years of quarterly data

All positions including HSBC Holdings held by Wealthstream Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $287k 4.0k 70.99
2025-06-30 $218k 3.6k 60.80

More positions owned by Wealthstream Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Avantis All Eqt (AVGE)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Life360 (LIF)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Flexshares Tr Mornstar Usmkt (TILT)

View all positions for Wealthstream Advisors

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