Hantz Financial Services’s HSBC HSBC Stock Holding History

Hantz Financial Services’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	$4.51M	Buy	54,678 +7,595	+16%	+$643K	0.07%	200
2025 Q4	$3.7M	Buy	47,083 +10,192	+28%	+$729K	0.05%	240
2025 Q3	$2.62M	Buy	36,891 +24,886	+207%	+$1.62M	0.04%	291
2025 Q2	$730K	Buy	12,005 +11,121	+1,258%	+$633K	0.01%	476
2025 Q1	$51K	Buy	+884	New	+$48.3K	﹤0.01%	700
2023 Q2	–	Sell	-583	Closed	-$20K	–	1123
2023 Q1	$20K	Buy	583 +50	+9%	+$1.79K	﹤0.01%	704
2022 Q4	$17K	Buy	533 +144	+37%	+$4.09K	﹤0.01%	688
2022 Q3	$10K	Buy	389 +218	+127%	+$6.78K	﹤0.01%	740
2022 Q2	$6K	Hold	171	–	–	﹤0.01%	816
2022 Q1	$6K	Hold	171	–	–	﹤0.01%	862
2021 Q4	$5K	Hold	171	–	–	﹤0.01%	763
2021 Q3	$4K	Hold	171	–	–	﹤0.01%	743
2021 Q2	$5K	Hold	171	–	–	﹤0.01%	720
2021 Q1	$5K	Sell	171 -141	-45%	-$4.03K	﹤0.01%	636
2020 Q4	$8K	Sell	312 -135	-30%	-$3.21K	﹤0.01%	546
2020 Q3	$9K	Buy	447 +224	+100%	+$4.91K	﹤0.01%	499
2020 Q2	$5K	Sell	223 -31,754	-99%	-$788K	﹤0.01%	501
2020 Q1	$896K	Buy	+31,977	New	+$1.11M	0.06%	255

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