Aquatic Capital Management’s HSBC HSBC Stock Holding History

Aquatic Capital Management’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	$3.03M	Buy	+36,677	New	+$3.11M	0.09%	284
2025 Q3	–	Sell	-90,445	Closed	-$5.5M	–	1514
2025 Q2	$5.5M	Buy	90,445 +77,125	+579%	+$4.39M	0.11%	226
2025 Q1	$765K	Sell	13,320 -107,067	-89%	-$5.85M	0.02%	663
2024 Q4	$5.95M	Buy	+120,387	New	+$5.58M	0.16%	167
2024 Q3	–	Sell	-20,200	Closed	-$879K	–	1324
2024 Q2	$879K	Buy	+20,200	New	+$869K	0.03%	421
2024 Q1	–	Sell	-72,500	Closed	-$2.94M	–	1403
2023 Q4	$2.94M	Buy	72,500 +2,200	+3%	+$85.2K	0.08%	252
2023 Q3	$2.77M	Buy	70,300 +60,600	+625%	+$2.39M	0.12%	185
2023 Q2	$384K	Buy	+9,700	New	+$362K	0.02%	504
2022 Q4	–	Sell	-52,500	Closed	-$1.37M	–	1568
2022 Q3	$1.37M	Buy	52,500 +50,000	+2,000%	+$1.55M	0.13%	215
2022 Q2	$82K	Buy	+2,500	New	+$81.1K	0.03%	527
2022 Q1	–	Sell	-2,000	Closed	-$60K	–	1270
2021 Q4	$60K	Buy	+2,000	New	+$58.4K	0.12%	261

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