Bell Investment Advisors’s HSBC HSBC Stock Holding History

Bell Investment Advisors’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	$33.4K	Buy	405 +22	+6%	+$1.86K	0.01%	323
2025 Q4	$30.1K	Buy	383 +221	+136%	+$15.8K	﹤0.01%	342
2025 Q3	$11.5K	Sell	162 -27	-14%	-$1.76K	﹤0.01%	591
2025 Q2	$11.5K	Sell	189 -10	-5%	-$569	﹤0.01%	619
2025 Q1	$11.4K	Buy	199 +29	+17%	+$1.59K	﹤0.01%	550
2024 Q4	$8.41K	Buy	170 +25	+17%	+$1.16K	﹤0.01%	677
2024 Q3	$6.55K	Hold	145	–	–	﹤0.01%	796
2024 Q2	$6.31K	Buy	145 +38	+36%	+$1.64K	﹤0.01%	812
2024 Q1	$4.21K	Buy	107 +35	+49%	+$1.37K	﹤0.01%	1019
2023 Q4	$2.92K	Sell	72 -89	-55%	-$3.44K	﹤0.01%	1164
2023 Q3	$6.35K	Sell	161 -51	-24%	-$2.01K	﹤0.01%	692
2023 Q2	$8.4K	Buy	212 +109	+106%	+$4.07K	﹤0.01%	582
2023 Q1	$3.52K	Sell	103 -80	-44%	-$2.87K	﹤0.01%	962
2022 Q4	$5.7K	Buy	183 +17	+10%	+$482	﹤0.01%	743
2022 Q3	$4K	Sell	166 -34	-17%	-$1.06K	﹤0.01%	790
2022 Q2	$7K	Buy	+200	New	+$6.49K	﹤0.01%	555
2021 Q4	$7K	Buy	232 +172	+287%	+$5.02K	﹤0.01%	607
2021 Q3	$2K	Buy	+60	New	+$1.63K	﹤0.01%	1082

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