CAWM
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Capital A Wealth Management’s HSBC HSBC Stock Holding History

Capital A Wealth Management’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
2025
Q2 		– Sell
-98
Closed -$5.63K – 621
2025
Q1 		$5.63K Hold
98
– – 0.01% 358
2024
Q4 		$4.85K Buy
+98
New +$4.55K 0.01% 381

Other funds holding HSBC

Fisher Asset Management
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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 $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Capital A Wealth Management's HSBC Position: Q2 2025 in Review

Capital A Wealth Management sold out of HSBC (HSBC) in Q2 2025, closing a stake of 98 shares — an estimated $5.63K sold.

Capital A Wealth Management first reported a position in HSBC in Q4 2024 and held it in 2 quarters. The position peaked at $5.63K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Capital A Wealth Management reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 98 HSBC shares in Q2 2025, an estimated $5.63K.
  • Capital A Wealth Management first reported a position in HSBC in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's HSBC position peaked at $5.63K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.