HSBC — HSBC HLDGS PLC SPON ADR NEW

Ownership history in MATHER GROUP, LLC.  ·  7 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in HSBC HLDGS PLC SPON ADR NEW (HSBC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2011 Q2)
Avg. % of fund
0.0%
First filed
2011 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 351 +272 +344.3% 0.00% $25K $68.56
2025 Q1 UNCHANGED 79 — 0% 0.00% $5K $54.56
2024 Q4 UNCHANGED 79 — 0% 0.00% $4K $45.57
2024 Q3 UNCHANGED 79 — 0% 0.00% $4K $41.20
2024 Q2 UNCHANGED 79 — 0% 0.00% $3K $39.19
2024 Q1 REDUCED 79 -121 -60.5% 0.00% $3K $34.25
2011 Q2 INITIATED 200 — — 0.01% $10K $21.80
% of Fund (quarterly)    HSBC price (monthly, adj. close)

Other funds also holding HSBC

As of 2025 Q4 — sorted by position size

CONTRARIAN CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 26.23% Foresight Global Investors, Inc. 11.31% Promethos Capital, LLC 4.28% BAROMETER CAPITAL MANAGEMENT INC. 3Y 7Y 3.21% Manatuck Hill Partners, LLC 3Y 7Y 2.96% COOKSON PEIRCE & CO INC 3Y 7Y 2.0% MERITAGE PORTFOLIO MANAGEMENT 3Y 7Y 1.54% Old Port Advisors 3Y 7Y 1.15% RAELIPSKIE PARTNERSHIP 1.12% Janney Capital Management LLC 3Y 7Y 1.09%
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