HSBC Holdings

HSBC Holdings’s DoubleVerify DV Stock Holding History

HSBC Holdings’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$735K	Sell	76,284 -27,384	-26%	-$280K	﹤0.01%	2029
2025 Q4	$1.19M	Sell	103,668 -10,806	-9%	-$119K	﹤0.01%	1849
2025 Q3	$1.37M	Buy	114,474 +47,157	+70%	+$699K	﹤0.01%	1660
2025 Q2	$1.01M	Sell	67,317 -71,463	-51%	-$979K	﹤0.01%	1794
2025 Q1	$1.85M	Sell	138,780 -7,772	-5%	-$144K	﹤0.01%	1488
2024 Q4	$2.82M	Buy	146,552 +49,528	+51%	+$933K	﹤0.01%	1329
2024 Q3	$1.64M	Buy	+97,024	New	+$1.85M	﹤0.01%	1504
2023 Q4	–	Sell	-99,075	Closed	-$2.8M	–	2766
2023 Q3	$2.8M	Buy	+99,075	New	+$3.39M	﹤0.01%	1314
2022 Q1	–	Sell	-273,119	Closed	-$9.11M	–	3309
2021 Q4	$9.11M	Buy	+273,119	New	+$9.11M	0.01%	1010

Other funds holding DV

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return