Forum Financial Management’s HSBC HSBC Stock Holding History

Forum Financial 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	–	Sell	-44,246	Closed	-$3.48M	–	639
2025 Q4	$3.48M	Hold	44,246	–	–	0.05%	93
2025 Q3	$3.14M	Hold	44,246	–	–	0.04%	97
2025 Q2	$2.69M	Buy	44,246 +929	+2%	+$52.9K	0.04%	98
2025 Q1	$2.49M	Hold	43,317	–	–	0.04%	94
2024 Q4	$2.14M	Buy	43,317 +16,516	+62%	+$766K	0.04%	112
2024 Q3	$1.21M	Hold	26,801	–	–	0.02%	161
2024 Q2	$1.17M	Hold	26,801	–	–	0.02%	152
2024 Q1	$1.05M	Hold	26,801	–	–	0.02%	182
2023 Q4	$1.09M	Sell	26,801 -266	-1%	-$10.3K	0.02%	157
2023 Q3	$1.07M	Hold	27,067	–	–	0.02%	149
2023 Q2	$1.07M	Hold	27,067	–	–	0.02%	151
2023 Q1	$924K	Sell	27,067 -3	-0%	-$108	0.03%	152
2022 Q4	$844K	Buy	27,070 +3	+0%	+$85	0.03%	158
2022 Q3	$706K	Hold	27,067	–	–	0.03%	157
2022 Q2	$884K	Hold	27,067	–	–	0.04%	135
2022 Q1	$926K	Hold	27,067	–	–	0.04%	136
2021 Q4	$816K	Buy	+27,067	New	+$790K	0.04%	153

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Forum Financial Management's HSBC Position: Q1 2026 in Review

Forum Financial Management sold out of HSBC (HSBC) in Q1 2026, closing a stake of 44,246 shares — an estimated $3.48M sold.

Forum Financial Management first reported a position in HSBC in Q4 2021 and held it in 17 quarters. The position peaked at $3.48M in Q4 2025. 646 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Forum Financial Management reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 44,246 HSBC shares in Q1 2026, an estimated $3.48M.
Forum Financial Management first reported a position in HSBC in Q4 2021 and held it in 17 quarters.
Forum Financial Management's HSBC position peaked at $3.48M in Q4 2025.
646 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.