Americana Partners’s HSBC HSBC Stock Holding History

Americana Partners’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	$6.15M	Buy	74,548 +20,066	+37%	+$1.7M	0.16%	109
2025 Q4	$4.29M	Sell	54,482 -394	-0.7%	-$28.2K	0.12%	150
2025 Q3	$3.9M	Sell	54,876 -76	-0.1%	-$4.94K	0.12%	151
2025 Q2	$3.34M	Sell	54,952 -2,131	-4%	-$121K	0.12%	153
2025 Q1	$3.28M	Buy	57,083 +10,460	+22%	+$572K	0.13%	137
2024 Q4	$2.31M	Buy	46,623 +27,227	+140%	+$1.26M	0.09%	172
2024 Q3	$877K	Buy	19,396 +161	+0.8%	+$6.98K	0.06%	201
2024 Q2	$837K	Buy	19,235 +5,022	+35%	+$216K	0.07%	191
2024 Q1	$559K	Buy	14,213 +2,064	+17%	+$80.6K	0.05%	221
2023 Q4	$493K	Sell	12,149 -2,692	-18%	-$104K	0.05%	206
2023 Q3	$584K	Buy	14,841 +769	+5%	+$30.3K	0.06%	192
2023 Q2	$558K	Buy	14,072 +210	+2%	+$7.84K	0.07%	184
2023 Q1	$473K	Buy	+13,862	New	+$497K	0.07%	183

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