CFGS
HSBC icon

Concourse Financial Group Securities’s HSBC HSBC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-3,901
Closed -$199K – 935
2024
Q4 		$199K Buy
3,901
+3,258
+507% +$151K 0.01% 724
2024
Q3 		$29.1K Hold
643
– – ﹤0.01% 1403
2024
Q2 		$28K Sell
643
-2,038
-76% -$87.7K ﹤0.01% 1415
2024
Q1 		$110K Sell
2,681
-9,417
-78% -$368K 0.01% 883
2023
Q4 		$490K Buy
12,098
+2,710
+29% +$105K 0.04% 445
2023
Q3 		$370K Buy
9,388
+514
+6% +$20.3K 0.03% 471
2023
Q2 		$352K Buy
+8,874
New +$331K 0.03% 499
2022
Q1 		– Sell
-450
Closed -$15.5K – 2288
2021
Q4 		$14K Hold
450
– – ﹤0.01% 1760
2021
Q3 		$12K Hold
450
– – ﹤0.01% 1831
2021
Q2 		$13K Hold
450
– – ﹤0.01% 1784
2021
Q1 		$13K Sell
450
-190
-30% -$5.43K ﹤0.01% 1690
2020
Q4 		$17K Hold
640
– – ﹤0.01% 1514
2020
Q3 		$13K Hold
640
– – ﹤0.01% 1487
2020
Q2 		$15K Sell
640
-1,225
-66% -$30.4K ﹤0.01% 1394
2020
Q1 		$54K Buy
1,865
+136
+8% +$4.72K 0.01% 861
2019
Q4 		$68K Buy
1,729
+394
+30% +$14.9K 0.01% 832
2019
Q3 		$51K Sell
1,335
-790
-37% -$30.6K 0.01% 612
2019
Q2 		$89K Buy
2,125
+573
+37% +$24K 0.01% 688
2019
Q1 		$62K Buy
1,552
+405
+35% +$16.3K 0.01% 808
2018
Q4 		$45K Sell
1,147
-297
-21% -$11.9K 0.01% 850
2018
Q3 		$61K Buy
+1,444
New +$62.6K 0.02% 540

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Concourse Financial Group Securities's HSBC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of HSBC (HSBC) in Q1 2025, closing a stake of 3,901 shares — an estimated $199K sold.

Concourse Financial Group Securities first reported a position in HSBC in Q3 2018 and held it in 21 quarters. The position peaked at $490K in Q4 2023. 507 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,901 HSBC shares in Q1 2025, an estimated $199K.
  • Concourse Financial Group Securities first reported a position in HSBC in Q3 2018 and held it in 21 quarters.
  • Concourse Financial Group Securities's HSBC position peaked at $490K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.