HSBC β€” HSBC HLDGS PLC

Ownership history in Shilanski & Associates, Inc.  Β·  1 quarter on record

AI Ownership Summary

Shilanski & Associates, Inc. reported HSBC HLDGS PLC (HSBC) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 1.37% in 2025 Q3. The latest visible filing shows HSBC at 1.37% 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 Shilanski & Associates, 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 Q3

HSBC was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 Shilanski & Associates, Inc. held HSBC β€” position size vs. price
% of Fund (quarterly)    HSBC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 72,432 β€” β€” 1.37% $5.1M 2025-11-14 (Est.) $70.57

🏒 Other funds also holding HSBC

As of 2026 Q1 β€” sorted by position size

Fulcrum Equity Management 3Y 7Y 0.27% Crumly & Associates Inc. 3Y 0.12%

FAQ About Shilanski & Associates, 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 Shilanski & Associates, Inc. reported owning HSBC?

Shilanski & Associates, Inc. reported HSBC across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported HSBC position in Shilanski & Associates, Inc.'s portfolio?

The largest reported portfolio weight for HSBC was 1.37% in 2025 Q3.

What is the latest reported HSBC position on this page?

The most recent filing on this page is 2025 Q3, when Shilanski & Associates, Inc. reported 72,432 shares, equal to 1.37% of portfolio, with an estimated market value of $5.1M.

What does the chart on this HSBC ownership page compare?

The chart compares Shilanski & Associates, 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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