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Atria Wealth Solutions’s HSBC HSBC Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-6,740
Closed -$387K – 1663
2025
Q1 		$387K Sell
6,740
-650
-9% -$35.5K ﹤0.01% 1328
2024
Q4 		$366K Buy
7,390
+170
+2% +$7.89K ﹤0.01% 1426
2024
Q3 		$328K Buy
+7,220
New +$313K ﹤0.01% 1462

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Atria Wealth Solutions's HSBC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of HSBC (HSBC) in Q2 2025, closing a stake of 6,740 shares — an estimated $387K sold.

Atria Wealth Solutions first reported a position in HSBC in Q3 2024 and held it in 3 quarters. The position peaked at $387K in Q1 2025. 513 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,740 HSBC shares in Q2 2025, an estimated $387K.
  • Atria Wealth Solutions first reported a position in HSBC in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's HSBC position peaked at $387K in Q1 2025.
  • 513 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.