HSBC HSBC HLDGS PLC

Ownership history in COOKSON PEIRCE & CO INC  ·  16 quarters on record

AI Ownership Summary

COOKSON PEIRCE & CO INC reported HSBC HLDGS PLC (HSBC) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.0% in 2025 Q4. The latest visible filing shows HSBC at 2.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HSBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COOKSON PEIRCE & CO INC's position in HSBC HLDGS PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HSBC was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How COOKSON PEIRCE & CO INC held HSBC — position size vs. price
% of Fund (quarterly)    HSBC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 613,956 -10,013 -1.6% 2.00% $48.3M 2026-02-14 (Est.) $82.82
2025 Q3 REDUCED 623,969 -22,755 -3.5% 1.82% $44.3M 2025-11-06 $69.55
2025 Q2 REDUCED 646,724 -17,031 -2.6% 1.73% $39.3M 2025-07-30 $58.93
2025 Q1 REDUCED 663,755 -14,671 -2.2% 1.92% $38.1M 2025-05-13 $55.92
2024 Q4 REDUCED 678,426 -13,951 -2.0% 1.52% $33.6M 2025-02-06 $48.82
2024 Q3 REDUCED 692,377 -4,994 -0.7% 1.47% $31.3M 2024-11-12 $41.11
2024 Q2 ADDED 697,371 +93,979 +15.6% 1.46% $30.3M 2024-08-14 $38.00
2024 Q1 REDUCED 603,392 -6,074 -1.0% 1.27% $23.8M 2024-04-23 $36.45
2023 Q4 REDUCED 609,466 -9,385 -1.5% 1.49% $24.7M 2024-01-30 $33.32
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COOKSON PEIRCE & CO INC and HSBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has COOKSON PEIRCE & CO INC reported owning HSBC?

COOKSON PEIRCE & CO INC reported HSBC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HSBC position in COOKSON PEIRCE & CO INC's portfolio?

The largest reported portfolio weight for HSBC was 2.00% in 2025 Q4.

What is the latest reported HSBC position on this page?

The most recent filing on this page is 2025 Q4, when COOKSON PEIRCE & CO INC reported 613,956 shares, equal to 2.00% of portfolio, with an estimated market value of $48.3M.

What does the chart on this HSBC ownership page compare?

The chart compares COOKSON PEIRCE & CO INC's quarterly HSBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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