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HSBC Holdings shares owned by Werba Rubin Papier Wealth Management

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

Historical chart of Werba Rubin Papier Wealth Management investment in HSBC Holdings

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

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Quarterly reported holdings in HSBC Holdings by Werba Rubin Papier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 5.1k 70.98
2025-06-30 $303k 5.0k 60.79
2025-03-31 $264k 4.6k 57.43
2024-12-31 $313k 6.3k 49.46
2024-09-30 $255k 5.6k 45.19
2024-06-30 $247k 5.7k 43.50
2023-12-31 $226k 5.6k 40.54
2023-09-30 $258k 6.5k 39.46

More positions owned by Werba Rubin Papier Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Long Term Us (SCHQ)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Werba Rubin Papier Wealth Management

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