Centerpoint Advisors’s HSBC HSBC Stock Holding History

Centerpoint 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
2025 Q4	–	Sell	-40	Closed	-$3K	–	426
2025 Q3	$3K	Buy	+40	New	+$2.6K	﹤0.01%	391
2022 Q2	–	Sell	-10	Closed	–	–	410
2022 Q1	$0	Hold	10	–	–	﹤0.01%	426
2021 Q4	$0	Buy	+10	New	+$292	﹤0.01%	442

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Centerpoint Advisors's HSBC Position: Q4 2025 in Review

Centerpoint Advisors sold out of HSBC (HSBC) in Q4 2025, closing a stake of 40 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in HSBC in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2025. 615 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Centerpoint Advisors reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 40 HSBC shares in Q4 2025, an estimated $3K.
Centerpoint Advisors first reported a position in HSBC in Q4 2021 and held it in 3 quarters.
Centerpoint Advisors's HSBC position peaked at $3K in Q3 2025.
615 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.