Foster Group, Inc. HSBC — HSBC HLDGS PLC

Ownership history in Foster Group, Inc.  ·  6 quarters on record

AI Ownership Summary

Foster Group, Inc. reported HSBC HLDGS PLC (HSBC) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows HSBC at 0.01% 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.

What this HSBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Foster Group, 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
2026 Q2

HSBC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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.

HSBC stock page Foster Group, Inc. fund profile Foster Group, Inc. full holdings
How Foster Group, Inc. held HSBC — position size vs. price
% of Fund (quarterly)    HSBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,853 -12 -0.2% 0.01% $461K 2026-07-07 $97.40
2026 Q1 ADDED — — — 4,865 +89 +1.9% 0.01% $401K 2026-04-13 $90.48
2025 Q4 ADDED — — — 4,776 +108 +2.3% 0.01% $376K 2026-01-12 $78.65
2025 Q3 UNCHANGED — — — 4,668 — 0% 0.01% $331K 2025-10-14 $64.20
2025 Q2 REDUCED — — — 4,668 -194 -4.0% 0.01% $284K 2025-07-14 $59.59
2025 Q1 INITIATED — — — 4,862 — — 0.01% $279K 2025-04-11 $47.14

🏢 Other funds also holding HSBC

As of 2026 Q2 — sorted by position size

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 0.87% Henry James International Management Inc. 3Y 7Y 0.46% Fulcrum Equity Management 3Y 7Y 0.23% Legacy Wealth Asset Management, LLC 3Y 0.23% 55 North Private Wealth, LLC 0.16% Versant Capital Management, Inc 3Y 7Y 0.16% Crumly & Associates Inc. 3Y 0.13% Trust Point Inc. 0.11% Gradient Investments LLC 3Y 7Y 0.08% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.08%

FAQ About Foster Group, 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 Foster Group, Inc. reported owning HSBC?

Foster Group, Inc. reported HSBC across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported HSBC position in Foster Group, Inc.'s portfolio?

The largest reported portfolio weight for HSBC was 0.01% in 2026 Q2.

What is the latest reported HSBC position on this page?

The most recent filing on this page is 2026 Q2, when Foster Group, Inc. reported 4,853 shares, equal to 0.01% of portfolio, with an estimated market value of $461K.

What does the chart on this HSBC ownership page compare?

The chart compares Foster Group, 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.

How well did Foster Group, Inc. time their HSBC position?

Based on 13F filing dates vs. subsequent HSBC price moves, Foster Group, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on HSBC relative to SPY over the holding period was +1312.1%.

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