SEC 13F Intelligence

Meritage Portfolio Management / HSBC

Meritage Portfolio Management’s Hsbc Hldgs PLC Position

Does Meritage Portfolio Management own Hsbc Hldgs PLC (HSBC)? Yes295.7K shares worth $23M (+1.54% of its 13F portfolio) as of Q4 2025, down from 299.5K shares the prior filed quarter.

Position Value
$23M
Q4 2025
Shares
295.7K
% of Portfolio
+1.54%
Quarters Held
14
currently held

Position History HSBC

Reported value by quarter
Q3 ’22: $7MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ1 ’23Q2 ’23: $9MQ3 ’23: $9MQ3 ’23Q4 ’23: $10MQ1 ’24: $9MQ1 ’24Q2 ’24: $10MQ3 ’24: $14MQ3 ’24Q4 ’24: $16MQ1 ’25: $18MQ1 ’25Q2 ’25: $18MQ3 ’25: $21MQ3 ’25Q4 ’25: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025295.7K$23M+1.54%
Q3 2025299.5K$21M+1.42%
Q2 2025295.7K$18M+1.14%
Q1 2025310.3K$18M+1.18%
Q4 2024318.8K$16M+0.98%
Q3 2024301.8K$14M+0.84%
Q2 2024234.2K$10M+0.64%
Q1 2024237.6K$9M+0.60%
Q4 2023247.6K$10M+0.66%
Q3 2023231.6K$9M+0.67%
Q2 2023233.2K$9M+0.65%
Q1 2023244.6K$8M+0.62%
Q4 2022251.7K$8M+0.61%
Q3 2022260.7K$7M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Meritage Portfolio Management’s full portfolio or all institutional holders of HSBC.