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

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