FineMark National Bank & Trust’s HSBC HSBC Stock Holding History

FineMark National 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	$488K	Hold	6,200	–	–	0.02%	318
2025 Q3	$440K	Hold	6,200	–	–	0.01%	331
2025 Q2	$377K	Sell	6,200 -67	-1%	-$3.81K	0.01%	341
2025 Q1	$360K	Buy	+6,267	New	+$343K	0.01%	333
2015 Q4	–	Sell	-284	Closed	-$10K	–	1412
2015 Q3	$10K	Buy	284 +18	+7%	+$673	﹤0.01%	966
2015 Q2	$11K	Sell	266 -3	-1%	-$125	﹤0.01%	979
2015 Q1	$10K	Sell	269 -1,073	-80%	-$41.8K	﹤0.01%	1002
2014 Q4	$54K	Hold	1,342	–	–	0.01%	642
2014 Q3	$59K	Hold	1,342	–	–	0.01%	593
2014 Q2	$59K	Sell	1,342 -992	-43%	-$44.2K	0.01%	585
2014 Q1	$102K	Sell	2,334 -319	-12%	-$14.5K	0.02%	451
2013 Q4	$126K	Sell	2,653 -45	-2%	-$2.13K	0.03%	387
2013 Q3	$126K	Sell	2,698 -1,410	-34%	-$66.9K	0.03%	382
2013 Q2	$185K	Buy	+4,108	New	+$192K	0.06%	287

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

FineMark National Bank & Trust held its HSBC (HSBC) position steady in Q4 2025 at 6,200 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #318.

FineMark National Bank & Trust first reported a position in HSBC in Q2 2013 and has held it in 14 quarters since. 616 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

FineMark National Bank & Trust held 6,200 shares of HSBC worth $488K as of Q4 2025.
FineMark National Bank & Trust left its HSBC share count unchanged in Q4 2025.
HSBC made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #318 holding.
FineMark National Bank & Trust first reported a position in HSBC in Q2 2013 and has held it in 14 quarters since.
616 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.