BSW Wealth Partners’s HSBC HSBC Stock Holding History

BSW Wealth Partners’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	$470K	Sell	5,693 -1,098	-16%	-$93K	0.06%	186
2025 Q4	$534K	Sell	6,791 -197	-3%	-$14.1K	0.06%	174
2025 Q3	$496K	Sell	6,988 -4,896	-41%	-$318K	0.06%	176
2025 Q2	$722K	Sell	11,884 -257	-2%	-$14.6K	0.1%	115
2025 Q1	$697K	Sell	12,141 -130	-1%	-$7.11K	0.11%	118
2024 Q4	$607K	Sell	12,271 -657	-5%	-$30.5K	0.09%	134
2024 Q3	$584K	Buy	12,928 +545	+4%	+$23.6K	0.09%	133
2024 Q2	$539K	Buy	12,383 +545	+5%	+$23.5K	0.09%	126
2024 Q1	$466K	Buy	11,838 +5,093	+76%	+$199K	0.08%	146
2023 Q4	$273K	Buy	+6,745	New	+$261K	0.05%	217
2022 Q3	–	Sell	-8,374	Closed	-$274K	–	281
2022 Q2	$274K	Buy	8,374 +80	+1%	+$2.6K	0.07%	204
2022 Q1	$284K	Buy	+8,294	New	+$286K	0.07%	211

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