GFPC
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Global Financial Private Client’s HSBC HSBC Stock Holding History

Global Financial Private Client’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
-336
Closed -$19.3K – 827
2025
Q1 		$19.3K Hold
336
– – 0.01% 453
2024
Q4 		$16.6K Hold
336
– – 0.01% 458
2024
Q3 		$15.2K Buy
+336
New +$14.6K 0.01% 472

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

Global Financial Private Client's HSBC Position: Q2 2025 in Review

Global Financial Private Client sold out of HSBC (HSBC) in Q2 2025, closing a stake of 336 shares — an estimated $19.3K sold.

Global Financial Private Client first reported a position in HSBC in Q3 2024 and held it in 3 quarters. The position peaked at $19.3K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Global Financial Private Client reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 336 HSBC shares in Q2 2025, an estimated $19.3K.
  • Global Financial Private Client first reported a position in HSBC in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's HSBC position peaked at $19.3K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.