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FSC Wealth Advisors’s HSBC HSBC Stock Holding History

FSC 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
2025
Q2 		– Sell
-79
Closed -$4.54K – 153
2025
Q1 		$4.54K Hold
79
– – ﹤0.01% 229
2024
Q4 		$3.91K Hold
79
– – ﹤0.01% 241
2024
Q3 		$3.57K Hold
79
– – ﹤0.01% 235
2024
Q2 		$3.44K Hold
79
– – ﹤0.01% 242
2024
Q1 		$3.11K Buy
+79
New +$3.08K ﹤0.01% 233

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 $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

FSC Wealth Advisors's HSBC Position: Q2 2025 in Review

FSC Wealth Advisors sold out of HSBC (HSBC) in Q2 2025, closing a stake of 79 shares — an estimated $4.54K sold.

FSC Wealth Advisors first reported a position in HSBC in Q1 2024 and held it in 5 quarters. The position peaked at $4.54K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • FSC Wealth Advisors reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 79 HSBC shares in Q2 2025, an estimated $4.54K.
  • FSC Wealth Advisors first reported a position in HSBC in Q1 2024 and held it in 5 quarters.
  • FSC Wealth Advisors's HSBC position peaked at $4.54K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.