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Asset Dedication LLC’s HSBC HSBC Stock Holding History

Asset Dedication LLC’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 		$2.81K Buy
+34
New +$2.88K ﹤0.01% 934
2025
Q2 		– Sell
-100
Closed -$5.74K – 1198
2025
Q1 		$5.74K Hold
100
– – ﹤0.01% 839
2024
Q4 		$4.95K Hold
100
– – ﹤0.01% 859
2024
Q3 		$4.52K Hold
100
– – ﹤0.01% 914
2024
Q2 		$4.35K Hold
100
– – ﹤0.01% 949
2024
Q1 		$4K Hold
100
– – ﹤0.01% 818
2023
Q4 		$4K Hold
100
– – ﹤0.01% 832
2023
Q3 		$4K Hold
100
– – ﹤0.01% 818
2023
Q2 		$4K Hold
100
– – ﹤0.01% 800
2023
Q1 		$3K Hold
100
– – ﹤0.01% 809
2022
Q4 		$3K Hold
100
– – ﹤0.01% 824
2022
Q3 		$3K Buy
+100
New +$3.11K ﹤0.01% 782
2022
Q2 		– Sell
-100
Closed -$3K – 684
2022
Q1 		$3K Sell
100
-101
-50% -$3.48K ﹤0.01% 820
2021
Q4 		$6K Hold
201
– – ﹤0.01% 713
2021
Q3 		$6K Hold
201
– – ﹤0.01% 774
2021
Q2 		$6K Buy
201
+101
+101% +$3.08K ﹤0.01% 692
2021
Q1 		$3K Sell
100
-101
-50% -$2.89K ﹤0.01% 600
2020
Q4 		$6K Hold
201
– – ﹤0.01% 614
2020
Q3 		$4K Buy
201
+101
+101% +$2.21K ﹤0.01% 618
2020
Q2 		$2K Hold
100
– – ﹤0.01% 584
2020
Q1 		$3K Sell
100
-181
-64% -$6.29K ﹤0.01% 553
2019
Q4 		$11K Sell
281
-309
-52% -$11.7K ﹤0.01% 452
2019
Q3 		$23K Hold
590
– – 0.01% 370
2019
Q2 		$24K Sell
590
-7
-1% -$293 0.01% 348
2019
Q1 		$24K Sell
597
-17
-3% -$685 0.01% 350
2018
Q4 		$24K Sell
614
-7
-1% -$280 0.01% 332
2018
Q3 		$26K Sell
621
-5
-0.8% -$217 0.01% 324
2018
Q2 		$28K Sell
626
-7
-1% -$321 0.01% 332
2018
Q1 		$28K Sell
633
-182
-22% -$8.66K 0.01% 279
2017
Q4 		$38K Buy
+815
New +$36.8K 0.02% 256

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

Asset Dedication LLC's HSBC Position: Q1 2026 in Review

Asset Dedication LLC opened a new position in HSBC (HSBC) in Q1 2026: 34 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in HSBC as recently as Q1 2025.

Asset Dedication LLC first reported a position in HSBC in Q4 2017 and has held it in 30 quarters since. The position peaked at $38K in Q4 2017. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Asset Dedication LLC held 34 shares of HSBC worth $2.81K as of Q1 2026.
  • HSBC was a new Asset Dedication LLC position in Q1 2026.
  • HSBC made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #934 holding.
  • Asset Dedication LLC first reported a position in HSBC in Q4 2017 and has held it in 30 quarters since.
  • Asset Dedication LLC's HSBC position peaked at $38K in Q4 2017.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.