Financial Connections Group’s HSBC HSBC Stock Holding History

Financial Connections 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
2026 Q1	$11K	Hold	143	–	–	﹤0.01%	183
2025 Q4	$11K	Hold	143	–	–	﹤0.01%	174
2025 Q3	$10K	Hold	143	–	–	﹤0.01%	173
2025 Q2	$8K	Hold	143	–	–	﹤0.01%	192
2025 Q1	$8K	Hold	143	–	–	﹤0.01%	169
2024 Q4	$7K	Hold	143	–	–	﹤0.01%	166
2024 Q3	$6K	Hold	143	–	–	﹤0.01%	164
2024 Q2	$6K	Buy	+143	New	+$6.15K	﹤0.01%	226
2024 Q1	–	Sell	-143	Closed	-$5K	–	206
2023 Q4	$5K	Buy	+143	New	+$5.54K	﹤0.01%	184
2023 Q3	–	Sell	-143	Closed	-$5K	–	167
2023 Q2	$5K	Hold	143	–	–	﹤0.01%	201
2023 Q1	$4K	Hold	143	–	–	﹤0.01%	204
2022 Q4	$4K	Hold	143	–	–	﹤0.01%	194
2022 Q3	$3K	Hold	143	–	–	﹤0.01%	187
2022 Q2	$4K	Hold	143	–	–	﹤0.01%	232
2022 Q1	$4K	Hold	143	–	–	﹤0.01%	232
2021 Q4	$4K	Buy	+143	New	+$4.18K	﹤0.01%	257

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 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