BWM
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BKM Wealth Management’s HSBC HSBC Stock Holding History

BKM Wealth 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
Q3 		– Sell
-10,941
Closed -$665K – 162
2025
Q2 		$665K Sell
10,941
-1,081
-9% -$61.5K 0.26% 89
2025
Q1 		$690K Sell
12,022
-1,615
-12% -$88.3K 0.28% 84
2024
Q4 		$675K Sell
13,637
-236
-2% -$10.9K 0.28% 87
2024
Q3 		$627K Buy
13,873
+7,159
+107% +$310K 0.25% 95
2024
Q2 		$514K Sell
6,714
-6,222
-48% -$268K 0.25% 106
2024
Q1 		$509K Buy
12,936
+3,941
+44% +$154K 0.22% 107
2023
Q4 		$365K Buy
+8,995
New +$348K 0.16% 114

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

BKM Wealth Management's HSBC Position: Q3 2025 in Review

BKM Wealth Management sold out of HSBC (HSBC) in Q3 2025, closing a stake of 10,941 shares — an estimated $665K sold.

BKM Wealth Management first reported a position in HSBC in Q4 2023 and held it in 7 quarters. The position peaked at $690K in Q1 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • BKM Wealth Management reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • BKM Wealth Management sold 10,941 HSBC shares in Q3 2025, an estimated $665K.
  • BKM Wealth Management first reported a position in HSBC in Q4 2023 and held it in 7 quarters.
  • BKM Wealth Management's HSBC position peaked at $690K in Q1 2025.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on BKM Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.