HSBC — HSBC Holdings PLC ADR

Ownership history in Janney Capital Management LLC  ·  24 quarters on record

AI Ownership Summary

Janney Capital Management LLC reported HSBC Holdings PLC ADR (HSBC) in 24 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q4. The latest visible filing shows HSBC at 1.09% 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 Janney Capital Management LLC's position in HSBC Holdings PLC ADR, 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 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% 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
2024 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.

HSBC stock page Janney Capital Management LLC fund profile Janney Capital Management LLC full holdings
How Janney Capital Management LLC held HSBC — position size vs. price
% of Fund (quarterly)    HSBC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 219,596 -5,295 -2.4% 1.09% $17.3M 2026-02-14 (Est.) $82.82
2025 Q3 REDUCED 224,891 -3,375 -1.5% 0.99% $16.0M 2025-10-27 $64.91
2025 Q2 REDUCED 228,266 -4,233 -1.8% 0.90% $13.9M 2025-07-17 $60.63
2025 Q1 ADDED 232,499 +44,348 +23.6% 0.92% $13.4M 2025-04-21 $49.51
2024 Q4 REDUCED 188,151 -91,610 -32.7% 0.62% $9.3M 2025-01-17 $46.65
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HSBC

As of 2026 Q1 — sorted by position size

Old Port Advisors 3Y 7Y 1.12% Five Oceans Advisors 3Y 0.31% Fulcrum Equity Management 3Y 7Y 0.27% Legacy Wealth Asset Management, LLC 3Y 0.23% Seed Wealth Management, Inc. 3Y 0.18% Versant Capital Management, Inc 3Y 7Y 0.15% Crumly & Associates Inc. 3Y 0.12% Cutter & CO Brokerage, Inc. 3Y 7Y 0.1% Linden Thomas Advisory Services, LLC 3Y 0.09% SIGNATUREFD, LLC 3Y 7Y 0.07%

FAQ About Janney Capital Management LLC and HSBC

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

How long has Janney Capital Management LLC reported owning HSBC?

Janney Capital Management LLC reported HSBC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported HSBC position in Janney Capital Management LLC's portfolio?

The largest reported portfolio weight for HSBC was 1.09% in 2025 Q4.

What is the latest reported HSBC position on this page?

The most recent filing on this page is 2025 Q4, when Janney Capital Management LLC reported 219,596 shares, equal to 1.09% of portfolio, with an estimated market value of $17.3M.

What does the chart on this HSBC ownership page compare?

The chart compares Janney Capital Management LLC'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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