Haven Private’s HSBC HSBC Stock Holding History

Haven Private’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 Q3	–	Sell	-6,288	Closed	-$382K	–	167
2025 Q2	$382K	Buy	+6,288	New	+$358K	0.17%	119

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

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 West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Haven Private's HSBC Position: Q3 2025 in Review

Haven Private sold out of HSBC (HSBC) in Q3 2025, closing a stake of 6,288 shares — an estimated $382K sold.

Haven Private first reported a position in HSBC in Q2 2025 and held it in 1 quarter. The position peaked at $382K in Q2 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

Haven Private reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
Haven Private sold 6,288 HSBC shares in Q3 2025, an estimated $382K.
Haven Private first reported a position in HSBC in Q2 2025 and held it in 1 quarter.
Haven Private's HSBC position peaked at $382K in Q2 2025.
554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Haven Private's 13F filing for Q3 2025, filed 6 Nov 2025.