Braun-Bostich & Associates’s HSBC HSBC Stock Holding History

Braun-Bostich & Associates’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	$212K	Sell	2,565 -184	-7%	-$15.6K	0.13%	122
2025 Q4	$216K	Sell	2,749 -380	-12%	-$27.2K	0.13%	115
2025 Q3	$222K	Buy	+3,129	New	+$203K	0.14%	116
2019 Q3	–	Sell	-1,572	Closed	-$66K	–	179
2019 Q2	$66K	Sell	1,572 -379	-19%	-$15.9K	0.07%	170
2019 Q1	$78K	Sell	1,951 -49	-2%	-$1.97K	0.08%	177
2018 Q4	$79K	Sell	2,000 -24	-1%	-$961	0.08%	151
2018 Q3	$85K	Sell	2,024 -22	-1%	-$953	0.08%	153
2018 Q2	$91K	Sell	2,046 -21	-1%	-$963	0.09%	146
2018 Q1	$92K	Sell	2,067 -43	-2%	-$2.05K	0.08%	135
2017 Q4	$100K	Buy	+2,110	New	+$95.4K	0.08%	138

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