EWA
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EverSource Wealth Advisors’s HSBC HSBC Stock Holding History

EverSource Wealth Advisors’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 		$1.03M Buy
12,450
+3,094
+33% +$262K 0.03% 368
2025
Q4 		$736K Buy
9,356
+1,260
+16% +$90.1K 0.03% 409
2025
Q3 		$575K Sell
8,096
-70
-0.9% -$4.55K 0.02% 452
2025
Q2 		$496K Buy
8,166
+4,332
+113% +$247K 0.02% 457
2025
Q1 		$220K Buy
3,834
+1,361
+55% +$74.4K 0.01% 627
2024
Q4 		$122K Buy
2,473
+559
+29% +$25.9K 0.01% 846
2024
Q3 		$86.5K Buy
1,914
+119
+7% +$5.16K 0.01% 849
2024
Q2 		$81K Buy
1,795
+83
+5% +$3.57K 0.01% 885
2024
Q1 		$74.6K Buy
1,712
+889
+108% +$34.7K 0.01% 822
2023
Q4 		$33.4K Buy
823
+126
+18% +$4.88K ﹤0.01% 1053
2023
Q3 		$27.5K Sell
697
-119
-15% -$4.69K ﹤0.01% 1016
2023
Q2 		$32.3K Buy
816
+570
+232% +$21.3K ﹤0.01% 990
2023
Q1 		$8.4K Sell
246
-197
-44% -$7.07K ﹤0.01% 1436
2022
Q4 		$13.8K Sell
443
-985
-69% -$28K ﹤0.01% 1203
2022
Q3 		$37K Buy
1,428
+622
+77% +$19.3K 0.01% 717
2022
Q2 		$26K Sell
806
-20
-2% -$649 0.01% 762
2022
Q1 		$28K Buy
826
+575
+229% +$19.8K 0.01% 588
2021
Q4 		$8K Buy
+251
New +$7.33K ﹤0.01% 1050

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