Castleark Management’s HSBC HSBC Stock Holding History

Castleark 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 Q4	–	Sell	-42,100	Closed	-$2.99M	–	313
2025 Q3	$2.99M	Hold	42,100	–	–	0.08%	181
2025 Q2	$2.56M	Sell	42,100 -42,100	-50%	-$2.4M	0.08%	172
2025 Q1	$4.84M	Buy	+84,200	New	+$4.6M	0.17%	128

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

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 West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Castleark Management's HSBC Position: Q4 2025 in Review

Castleark Management sold out of HSBC (HSBC) in Q4 2025, closing a stake of 42,100 shares — an estimated $2.99M sold.

Castleark Management first reported a position in HSBC in Q1 2025 and held it in 3 quarters. The position peaked at $4.84M in Q1 2025. 614 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Castleark Management reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Castleark Management sold 42,100 HSBC shares in Q4 2025, an estimated $2.99M.
Castleark Management first reported a position in HSBC in Q1 2025 and held it in 3 quarters.
Castleark Management's HSBC position peaked at $4.84M in Q1 2025.
614 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Castleark Management's 13F filing for Q4 2025, filed 13 Feb 2026.