Ativo Capital Management’s HSBC HSBC Stock Holding History

Ativo 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
2025 Q4	–	Sell	-26,438	Closed	-$1.88M	–	58
2025 Q3	$1.88M	Sell	26,438 -632	-2%	-$41.1K	1.58%	13
2025 Q2	$1.65M	Sell	27,070 -795	-3%	-$45.3K	1.47%	22
2025 Q1	$1.6M	Sell	27,865 -205	-0.7%	-$11.2K	1.37%	16
2024 Q4	$1.39M	Sell	28,070 -603	-2%	-$28K	1.38%	21
2024 Q3	$1.3M	Sell	28,673 -170	-0.6%	-$7.37K	1.13%	38
2024 Q2	$1.25M	Sell	28,843 -202	-0.7%	-$8.69K	1.3%	28
2024 Q1	$1.14M	Sell	29,045 -98	-0.3%	-$3.83K	1.15%	40
2023 Q4	$1.18M	Buy	+29,143	New	+$1.13M	1.26%	32

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ativo Capital Management's HSBC Position: Q4 2025 in Review

Ativo Capital Management sold out of HSBC (HSBC) in Q4 2025, closing a stake of 26,438 shares — an estimated $1.88M sold.

Ativo Capital Management first reported a position in HSBC in Q4 2023 and held it in 8 quarters. The position peaked at $1.88M in Q3 2025. 614 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Ativo Capital Management reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Ativo Capital Management sold 26,438 HSBC shares in Q4 2025, an estimated $1.88M.
Ativo Capital Management first reported a position in HSBC in Q4 2023 and held it in 8 quarters.
Ativo Capital Management's HSBC position peaked at $1.88M in Q3 2025.
614 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Ativo Capital Management's 13F filing for Q4 2025, filed 2 Feb 2026.