Aaron Wealth Advisors’s HSBC HSBC Stock Holding History

Aaron Wealth Advisors’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.56M	Buy	43,102 +10,538	+32%	+$892K	0.21%	64
2025 Q4	$2.56M	Buy	32,564 +7,117	+28%	+$509K	0.14%	99
2025 Q3	$1.81M	Sell	25,447 -244	-0.9%	-$15.9K	0.11%	123
2025 Q2	$1.56M	Buy	25,691 +869	+4%	+$49.5K	0.16%	86
2025 Q1	$1.43M	Buy	24,822 +1,059	+4%	+$57.9K	0.16%	88
2024 Q4	$1.18M	Buy	23,763 +2,894	+14%	+$134K	0.14%	101
2024 Q3	$943K	Buy	20,869 +3,594	+21%	+$156K	0.11%	121
2024 Q2	$751K	Buy	17,275 +2,877	+20%	+$124K	0.1%	126
2024 Q1	$567K	Buy	14,398 +9,252	+180%	+$361K	0.08%	150
2023 Q4	$209K	Buy	+5,146	New	+$199K	0.03%	241
2022 Q2	–	Sell	-167,609	Closed	-$4.9M	–	478
2022 Q1	$4.9M	Buy	+167,609	New	+$5.78M	0.07%	128

Other funds holding HSBC

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return