BLC
HSBC icon

Brown, Lisle/Cummings’s HSBC HSBC Stock Holding History

Brown, Lisle/Cummings’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 		$3.6K Hold
44
– – ﹤0.01% 727
2025
Q4 		$3.43K Hold
44
– – ﹤0.01% 589
2025
Q3 		$3.1K Hold
44
– – ﹤0.01% 607
2025
Q2 		$2.65K Buy
44
+1
+2% +$57 ﹤0.01% 629
2025
Q1 		$2.47K Buy
+43
New +$2.35K ﹤0.01% 632
2022
Q4 		– Sell
-67
Closed -$1.75K – 525
2022
Q3 		$1.75K Hold
67
– – ﹤0.01% 475
2022
Q2 		$2.19K Hold
67
– – ﹤0.01% 446
2022
Q1 		$2.29K Hold
67
– – ﹤0.01% 456
2021
Q4 		$2.02K Buy
+67
New +$1.96K ﹤0.01% 432

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 $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
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 $5.7T 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