CoreFirst Bank & Trust’s HSBC HSBC Stock Holding History

CoreFirst Bank & Trust’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	-100	Closed	-$7.1K	–	319
2025 Q3	$7.1K	Hold	100	–	–	﹤0.01%	312
2025 Q2	$6.08K	Buy	+100	New	+$5.69K	﹤0.01%	319
2025 Q1	–	Sell	-100	Closed	-$4.95K	–	209
2024 Q4	$4.95K	Hold	100	–	–	﹤0.01%	333
2024 Q3	$4.52K	Buy	+100	New	+$4.33K	﹤0.01%	324
2024 Q2	–	Sell	-100	Closed	-$3.94K	–	221
2024 Q1	$3.94K	Hold	100	–	–	﹤0.01%	334
2023 Q4	$4.05K	Hold	100	–	–	﹤0.01%	342
2023 Q3	$3.95K	Sell	100 -112	-53%	-$4.41K	﹤0.01%	364
2023 Q2	$8.4K	Hold	212	–	–	0.01%	319
2023 Q1	$7.24K	Hold	212	–	–	0.01%	325
2022 Q4	$6.61K	Hold	212	–	–	0.01%	351
2022 Q3	$6K	Sell	212 -410	-66%	-$12.7K	0.01%	351
2022 Q2	$20K	Sell	622 -486	-44%	-$15.8K	0.02%	282
2022 Q1	$38K	Hold	1,108	–	–	0.03%	271
2021 Q4	$33K	Hold	1,108	–	–	0.02%	291
2021 Q3	$29K	Hold	1,108	–	–	0.02%	309
2021 Q2	$32K	Hold	1,108	–	–	0.02%	304
2021 Q1	$32K	Hold	1,108	–	–	0.02%	298
2020 Q4	$29K	Buy	+1,108	New	+$26.3K	0.02%	273

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

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 West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CoreFirst Bank & Trust's HSBC Position: Q4 2025 in Review

CoreFirst Bank & Trust sold out of HSBC (HSBC) in Q4 2025, closing a stake of 100 shares — an estimated $7.1K sold.

CoreFirst Bank & Trust first reported a position in HSBC in Q4 2020 and held it in 18 quarters. The position peaked at $38K in Q1 2022. 614 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

CoreFirst Bank & Trust reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 100 HSBC shares in Q4 2025, an estimated $7.1K.
CoreFirst Bank & Trust first reported a position in HSBC in Q4 2020 and held it in 18 quarters.
CoreFirst Bank & Trust's HSBC position peaked at $38K in Q1 2022.
614 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2025, filed 11 Feb 2026.