Catalyst Capital Advisors’s HSBC HSBC Stock Holding History

Catalyst Capital Advisors’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	$4.12M	Sell	49,900 -3,225	-6%	-$273K	0.08%	71
2025 Q4	$4.18M	Sell	53,125 -2,425	-4%	-$173K	0.09%	80
2025 Q3	$3.94M	Sell	55,550 -2,255	-4%	-$147K	0.08%	79
2025 Q2	$3.51M	Sell	57,805 -2,675	-4%	-$152K	0.07%	87
2025 Q1	$3.47M	Sell	60,480 -4,325	-7%	-$236K	0.07%	85
2024 Q4	$3.21M	Sell	64,805 -2,125	-3%	-$98.6K	0.07%	93
2024 Q3	$3.02M	Sell	66,930 -1,920	-3%	-$83.2K	0.07%	91
2024 Q2	$2.99M	Sell	68,850 -150	-0.2%	-$6.46K	0.07%	96
2024 Q1	$2.72M	Sell	69,000 -1,200	-2%	-$46.8K	0.07%	102
2023 Q4	$2.85M	Sell	70,200 -5,750	-8%	-$223K	0.08%	97
2023 Q3	$3M	Sell	75,950 -3,150	-4%	-$124K	0.08%	88
2023 Q2	$3.13M	Buy	79,100 +15,750	+25%	+$588K	0.09%	92
2023 Q1	$2.16M	Buy	+63,350	New	+$2.27M	0.07%	110
2018 Q2	–	Sell	-214,417	Closed	-$9.53M	–	530
2018 Q1	$9.53M	Sell	214,417 -4,467	-2%	-$213K	0.34%	52
2017 Q4	$10.3M	Buy	+218,884	New	+$9.9M	0.39%	51

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