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Clarius Group LLC’s HSBC HSBC Stock Holding History

Clarius Group 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
2025
Q4 		$850K Hold
10,800
– – 0.05% 142
2025
Q3 		$767K Sell
10,800
-3,232
-23% -$210K 0.05% 153
2025
Q2 		$853K Buy
14,032
+85
+0.6% +$4.84K 0.05% 166
2025
Q1 		$801K Buy
13,947
+3,286
+31% +$180K 0.05% 170
2024
Q4 		$527K Buy
10,661
+275
+3% +$12.8K 0.04% 212
2024
Q3 		$469K Sell
10,386
-4,186
-29% -$181K 0.03% 229
2024
Q2 		$634K Sell
14,572
-2,642
-15% -$114K 0.04% 181
2024
Q1 		$678K Sell
17,214
-1,167
-6% -$45.6K 0.05% 177
2023
Q4 		$745K Sell
18,381
-46
-0.2% -$1.78K 0.06% 171
2023
Q3 		$727K Sell
18,427
-1,360
-7% -$53.6K 0.07% 154
2023
Q2 		$784K Buy
19,787
+216
+1% +$8.06K 0.06% 177
2023
Q1 		$668K Buy
19,571
+824
+4% +$29.6K 0.06% 193
2022
Q4 		$584K Buy
18,747
+2,026
+12% +$57.5K 0.05% 216
2022
Q3 		$436K Buy
16,721
+4,825
+41% +$150K 0.04% 245
2022
Q2 		$389K Buy
11,896
+539
+5% +$17.5K 0.04% 266
2022
Q1 		$342K Hold
11,357
– – 0.03% 330
2021
Q4 		$342K Buy
+11,357
New +$332K 0.03% 330
2021
Q3 		– Sell
-7,893
Closed -$228K – 438
2021
Q2 		$228K Buy
7,893
+324
+4% +$9.89K 0.02% 369
2021
Q1 		$221K Buy
+7,569
New +$216K 0.02% 344
2020
Q3 		– Sell
-15,705
Closed -$366K – 310
2020
Q2 		$366K Buy
15,705
+7,435
+90% +$185K 0.05% 185
2020
Q1 		$232K Sell
8,270
-541
-6% -$18.8K 0.04% 221
2019
Q4 		$338K Sell
8,811
-215
-2% -$8.15K 0.05% 186
2019
Q3 		$345K Sell
9,026
-16
-0.2% -$620 0.06% 165
2019
Q2 		$377K Buy
9,042
+3,652
+68% +$153K 0.08% 134
2019
Q1 		$216K Buy
+5,390
New +$217K 0.05% 193

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
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
Northern Trust
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
BlackRock New York $5.72T 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Clarius Group LLC's HSBC Position: Q4 2025 in Review

Clarius Group LLC held its HSBC (HSBC) position steady in Q4 2025 at 10,800 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #142.

Clarius Group LLC first reported a position in HSBC in Q1 2019 and has held it in 25 quarters since. The position peaked at $853K in Q2 2025. 615 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Clarius Group LLC held 10,800 shares of HSBC worth $850K as of Q4 2025.
  • Clarius Group LLC left its HSBC share count unchanged in Q4 2025.
  • HSBC made up 0.05% of Clarius Group LLC's portfolio in Q4 2025, its #142 holding.
  • Clarius Group LLC first reported a position in HSBC in Q1 2019 and has held it in 25 quarters since.
  • Clarius Group LLC's HSBC position peaked at $853K in Q2 2025.
  • 615 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.