Atomi Financial Group’s HSBC HSBC Stock Holding History

Atomi Financial Group’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	$6.26M	Buy	75,875 +1,241	+2%	+$105K	0.19%	98
2025 Q4	$5.87M	Buy	74,634 +6,099	+9%	+$436K	0.17%	99
2025 Q3	$4.86M	Buy	68,535 +8,114	+13%	+$528K	0.16%	108
2025 Q2	$3.67M	Buy	60,421 +3,747	+7%	+$213K	0.14%	117
2025 Q1	$3.25M	Buy	56,674 +16,082	+40%	+$879K	0.15%	113
2024 Q4	$2.01M	Buy	40,592 +7,490	+23%	+$347K	0.1%	145
2024 Q3	$1.5M	Buy	33,102 +5,865	+22%	+$254K	0.09%	173
2024 Q2	$1.18M	Buy	27,237 +10,816	+66%	+$465K	0.09%	185
2024 Q1	$646K	Buy	16,421 +1,425	+10%	+$55.6K	0.06%	268
2023 Q4	$608K	Buy	+14,996	New	+$581K	0.08%	223

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