Capital Analysts LLC’s HSBC HSBC Stock Holding History

Capital Analysts LLC’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	$26K	Sell	318 -183	-37%	-$15.5K	﹤0.01%	1072
2025 Q4	$40K	Hold	501	–	–	﹤0.01%	959
2025 Q3	$36K	Hold	501	–	–	﹤0.01%	948
2025 Q2	$30K	Sell	501 -85	-15%	-$4.84K	﹤0.01%	917
2025 Q1	$34K	Hold	586	–	–	﹤0.01%	869
2024 Q4	$29K	Hold	586	–	–	﹤0.01%	860
2024 Q3	$26K	Buy	+586	New	+$25.4K	﹤0.01%	849
2023 Q4	–	Sell	-24	Closed	-$1K	–	1156
2023 Q3	$1K	Buy	+24	New	+$946	﹤0.01%	1106
2015 Q1	–	Sell	-20,234	Closed	-$823K	–	395
2014 Q4	$823K	Buy	20,234 +1,800	+10%	+$76.8K	0.18%	105
2014 Q3	$808K	Buy	18,434 +442	+2%	+$20.1K	0.19%	105
2014 Q2	$788K	Buy	17,992 +276	+2%	+$12.3K	0.19%	105
2014 Q1	$776K	Buy	+17,716	New	+$804K	0.2%	102

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