DWM
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Drive Wealth Management’s HSBC HSBC Stock Holding History

Drive Wealth Management’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
2026
Q1 		$790K Buy
9,322
+7
+0.1% +$593 0.17% 114
2025
Q4 		$733K Buy
9,315
+1,575
+20% +$113K 0.14% 122
2025
Q3 		$549K Buy
7,740
+95
+1% +$6.18K 0.12% 152
2025
Q2 		$465K Buy
7,645
+438
+6% +$24.9K 0.1% 170
2025
Q1 		$426K Buy
7,207
+171
+2% +$9.35K 0.1% 158
2024
Q4 		$348K Buy
7,036
+265
+4% +$12.3K 0.09% 188
2024
Q3 		$306K Buy
6,771
+407
+6% +$17.6K 0.08% 209
2024
Q2 		$277K Buy
6,364
+273
+4% +$11.7K 0.07% 217
2024
Q1 		$249K Buy
6,091
+139
+2% +$5.43K 0.07% 237
2023
Q4 		$241K Buy
5,952
+589
+11% +$22.8K 0.08% 239
2023
Q3 		$212K Buy
+5,363
New +$211K 0.08% 235

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 $761B 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 $5.7T 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