BGAI
HSBC icon

Bruce G. Allen Investments’s HSBC HSBC Stock Holding History

Bruce G. Allen Investments’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 		$116K Sell
1,411
-455
-24% -$38.5K 0.08% 138
2025
Q4 		$147K Hold
1,866
– – 0.1% 111
2025
Q3 		$132K Buy
1,866
+21
+1% +$1.36K 0.09% 120
2025
Q2 		$112K Buy
1,845
+317
+21% +$18K 0.09% 137
2025
Q1 		$87.8K Sell
1,528
-99
-6% -$5.41K 0.07% 156
2024
Q4 		$80.5K Hold
1,627
– – 0.07% 173
2024
Q3 		$73.5K Sell
1,627
-26
-2% -$1.13K 0.06% 194
2024
Q2 		$71.9K Buy
1,653
+90
+6% +$3.87K 0.06% 190
2024
Q1 		$61.5K Sell
1,563
-841
-35% -$32.8K 0.05% 207
2023
Q4 		$97.5K Buy
+2,404
New +$93.1K 0.09% 155

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