Albion Financial Group’s HSBC HSBC Stock Holding History

Albion Financial Group’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
2025 Q2	–	Sell	-4	Closed	-$230	–	605
2025 Q1	$230	Sell	4 -361	-99%	-$19.7K	﹤0.01%	578
2024 Q4	$18.1K	Buy	365 +114	+45%	+$5.29K	﹤0.01%	346
2024 Q3	$11.3K	Hold	251	–	–	﹤0.01%	325
2024 Q2	$10.9K	Hold	251	–	–	﹤0.01%	326
2024 Q1	$9.88K	Buy	251 +53	+27%	+$2.07K	﹤0.01%	320
2023 Q4	$8.03K	Buy	+198	New	+$7.67K	﹤0.01%	322

Other funds holding HSBC

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

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 $871B AUM 31.28% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Albion Financial Group's HSBC Position: Q2 2025 in Review

Albion Financial Group sold out of HSBC (HSBC) in Q2 2025, closing a stake of 4 shares — an estimated $230 sold.

Albion Financial Group first reported a position in HSBC in Q4 2023 and held it in 6 quarters. The position peaked at $18.1K in Q4 2024. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Albion Financial Group reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
Albion Financial Group sold 4 HSBC shares in Q2 2025, an estimated $230.
Albion Financial Group first reported a position in HSBC in Q4 2023 and held it in 6 quarters.
Albion Financial Group's HSBC position peaked at $18.1K in Q4 2024.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Albion Financial Group's 13F filing for Q2 2025, filed 17 Jul 2025.