Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  HSBC Holdings plc (HSBC)
← All HSBC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 23,950 0.01 Add 4.56% <0.01 $76.21–94.80 · VW $86.54i $1,975,650 SEC
2025   Q4 22,906 0.01 Add 18.39% <0.01 $64.65–79.97 · VW $71.86i $1,801,990 SEC
2025   Q3 19,348 <0.01 Add 2.64% <0.01 $59.92–71.06 · VW $64.80i $1,373,330 SEC
2025   Q2 18,851 <0.01 Add 6.04% <0.01 $45.66–61.15 · VW $56.07i $1,145,980 SEC
2025   Q1 17,777 <0.01 Reduce 2.59% <0.01 $48.48–61.88 · VW $56.27i $1,020,917 SEC
2024   Q4 18,250 <0.01 Add 10.96% <0.01 $43.81–49.86 · VW $46.82i $902,628 SEC
2024   Q3 16,448 <0.01 Reduce 2.89% <0.01 $39.42–46.07 · VW $43.82i $743,295 SEC
2024   Q2 16,938 <0.01 Reduce 0.63% $39.04–45.46 · VW $43.37i $736,788 SEC
2024   Q1 17,045 <0.01 Reduce 0.53% $36.93–41.43 · VW $39.05i $670,899 SEC
2023   Q4 17,135 <0.01 $40.54 $694,653 SEC
2023   Q3 17,135 <0.01 Reduce 13.61% <0.01 $36.65–42.47 · VW $39.42i $676,147 SEC
2023   Q2 19,835 <0.01 $39.62 $785,863 SEC
2023   Q1 19,835 <0.01 Reduce 8.43% <0.01 $31.51–39.63 · VW $35.84i $676,969 SEC
2022   Q4 21,662 <0.01 Buy <0.01 $24.77–31.50 · VW $28.22i $674,988 SEC
2011   Q2 0 0.00 Sell 100.00% <0.01 $47.79–54.87 · VW $51.76i SEC
2011   Q1 6,572 <0.01 $51.73 $340,000 SEC
2010   Q4 6,572 <0.01 $50.97 $335,000 SEC
2010   Q3 6,572 <0.01 $50.52 $332,000 SEC
2010   Q2 6,572 <0.01 Add 1.39% $43.25–55.27 · VW $47.97i $300,000 SEC
2010   Q1 6,482 <0.01 Reduce 0.38% $49.84–59.69 · VW $53.12i $329,000 SEC
2009   Q4 6,507 <0.01 Reduce 0.76% $54.35–64.42 · VW $57.91i $371,000 SEC
2009   Q3 6,557 <0.01 Reduce 42.26% <0.01 $39.13–59.96 · VW $52.65i $376,000 SEC
2009   Q2 11,357 <0.01 Add 6.03% <0.01 $29.07–46.56 · VW $39.17i $474,000 SEC
2009   Q1 10,711 <0.01 Add 2.64% <0.01 $22.89–50.00 · VW $33.05i $302,000 SEC
2008   Q4 10,435 <0.01 Reduce 90.98% 0.07 $44.59–83.34 · VW $57.22i $508,000 SEC
2008   Q3 115,665 0.07 Add 1.51% <0.01 $70.31–86.50 · VW $79.33i $9,349,000 SEC
2008   Q2 113,944 0.06 Reduce 31.23% 0.02 $75.80–88.15 · VW $82.63i $8,740,000 SEC
2007   Q4 165,700 0.07 Buy 0.07 $81.71–99.52 · VW $89.55i $13,871,000 SEC
2007   Q2 0 0.00 Sell 100.00% 0.09 $87.63–95.38 · VW $92.38i SEC
2007   Q1 177,068 0.09 Buy 0.09 $85.16–93.36 · VW $88.94i $14,573,000 SEC
Price snapshot:
Current price$98.09
Avg. buy price$43.95
+/- since buy123.18%
52-week low$57.78
52-week high$99.47