MERITAGE PORTFOLIO MANAGEMENT
Holdings in HSBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $23,262,719 | 295,700 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $21,259,148 | 299,509 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $17,972,685 | 295,652 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $17,823,228 | 310,347 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $15,769,084 | 318,825 | Shares | Sole | 2025-01-27 |
| 2024-09-30 | $13,638,929 | 301,813 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $10,187,526 | 234,196 | Shares | Sole | 2024-08-09 |
| 2024-03-31 | $9,350,715 | 237,569 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $10,038,879 | 247,629 | Shares | Sole | 2024-02-02 |
| 2023-09-30 | $9,139,488 | 231,614 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $9,240,216 | 233,221 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $8,348,334 | 244,604 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $7,844,093 | 251,736 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $6,797,205 | 260,729 | Shares | Sole | 2022-10-25 |