AAS
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Ameritas Advisory Services’s HSBC HSBC Stock Holding History

Ameritas Advisory Services’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
Q4 		– Sell
-626
Closed -$44.5K – 1466
2025
Q3 		$44.5K Sell
626
-18
-3% -$1.17K ﹤0.01% 1128
2025
Q2 		$39.2K Buy
+644
New +$36.7K ﹤0.01% 1418
2023
Q2 		– Sell
-34
Closed -$1.15K – 1439
2023
Q1 		$1.15K Buy
+34
New +$1.22K ﹤0.01% 2524

Other funds holding HSBC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ameritas Advisory Services's HSBC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of HSBC (HSBC) in Q4 2025, closing a stake of 626 shares — an estimated $44.5K sold.

Ameritas Advisory Services first reported a position in HSBC in Q1 2023 and held it in 3 quarters. The position peaked at $44.5K in Q3 2025. 614 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 626 HSBC shares in Q4 2025, an estimated $44.5K.
  • Ameritas Advisory Services first reported a position in HSBC in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's HSBC position peaked at $44.5K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.