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Cooper Financial Group’s HSBC HSBC Stock Holding History

Cooper Financial Group’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
Q3 		– Sell
-8,075
Closed -$491K – 400
2025
Q2 		$491K Sell
8,075
-4,878
-38% -$278K 0.06% 240
2025
Q1 		$744K Buy
12,953
+307
+2% +$16.8K 0.1% 183
2024
Q4 		$625K Buy
12,646
+759
+6% +$35.2K 0.08% 202
2024
Q3 		$537K Buy
11,887
+494
+4% +$21.4K 0.07% 235
2024
Q2 		$496K Sell
11,393
-62
-0.5% -$2.67K 0.07% 219
2024
Q1 		$451K Buy
11,455
+117
+1% +$4.57K 0.07% 232
2023
Q4 		$460K Buy
11,338
+28
+0.2% +$1.08K 0.08% 216
2023
Q3 		$446K Buy
11,310
+400
+4% +$15.8K 0.11% 206
2023
Q2 		$432K Buy
10,910
+462
+4% +$17.2K 0.11% 213
2023
Q1 		$357K Buy
10,448
+1,037
+11% +$37.2K 0.1% 214
2022
Q4 		$293K Buy
9,411
+308
+3% +$8.74K 0.09% 227
2022
Q3 		$237K Buy
+9,103
New +$283K 0.09% 225

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cooper Financial Group's HSBC Position: Q3 2025 in Review

Cooper Financial Group sold out of HSBC (HSBC) in Q3 2025, closing a stake of 8,075 shares — an estimated $491K sold.

Cooper Financial Group first reported a position in HSBC in Q3 2022 and held it in 12 quarters. The position peaked at $744K in Q1 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • Cooper Financial Group reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 8,075 HSBC shares in Q3 2025, an estimated $491K.
  • Cooper Financial Group first reported a position in HSBC in Q3 2022 and held it in 12 quarters.
  • Cooper Financial Group's HSBC position peaked at $744K in Q1 2025.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.