A detailed history of Uma Financial Services, Inc. transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Uma Financial Services, Inc. holds 283 shares of HSBC stock, worth $20,155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
283
Previous 276 2.54%
Holding current value
$20,155
Previous $16,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$60.27 - $70.98 $421 - $496
7 Added 2.54%
283 $20,000
Q2 2025

Jul 11, 2025

BUY
$46.68 - $61.09 $606 - $794
13 Added 4.94%
276 $16,000
Q1 2025

Apr 28, 2025

BUY
$48.68 - $61.58 $924 - $1,170
19 Added 7.79%
263 $15,000
Q4 2024

Feb 12, 2025

BUY
$43.83 - $49.51 $10,694 - $12,080
244 New
244 $12,000

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $284B
  • Description
  • HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...
More about HSBC
Track This Portfolio

Track Uma Financial Services, Inc. Portfolio

Follow Uma Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Uma Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Uma Financial Services, Inc. with notifications on news.