CIA
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Cape Investment Advisory’s HSBC HSBC Stock Holding History

Cape Investment Advisory’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 		– Sell
-469
Closed -$36.9K – 630
2025
Q4 		$36.9K Buy
469
+105
+29% +$7.51K 0.01% 488
2025
Q3 		$25.8K Buy
364
+41
+13% +$2.67K 0.03% 292
2025
Q2 		$19.6K Buy
323
+87
+37% +$4.95K 0.01% 510
2025
Q1 		$13.6K Sell
236
-67
-22% -$3.66K 0.01% 547
2024
Q4 		$15K Hold
303
– – 0.01% 520
2024
Q3 		$13.7K Hold
303
– – 0.01% 515
2024
Q2 		$13.2K Hold
303
– – 0.01% 482
2024
Q1 		$11.9K Buy
303
+92
+44% +$3.59K 0.01% 519
2023
Q4 		$8.55K Hold
211
– – ﹤0.01% 699
2023
Q3 		$8.33K Hold
211
– – ﹤0.01% 590
2023
Q2 		$8.36K Buy
211
+52
+33% +$1.94K ﹤0.01% 583
2023
Q1 		$5.43K Buy
+159
New +$5.71K ﹤0.01% 649

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