HAG
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HighPoint Advisor Group’s HSBC HSBC Stock Holding History

HighPoint Advisor Group’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
-14,665
Closed -$1.15M – 834
2025
Q4 		$1.15M Buy
14,665
+329
+2% +$23.5K 0.03% 434
2025
Q3 		$1.02M Buy
14,336
+409
+3% +$26.6K 0.05% 262
2025
Q2 		$847K Buy
13,927
+105
+0.8% +$5.98K 0.05% 268
2025
Q1 		$794K Sell
13,822
-206
-1% -$11.3K 0.05% 269
2024
Q4 		$766K Buy
14,028
+2,801
+25% +$130K 0.04% 286
2024
Q3 		$518K Buy
11,227
+966
+9% +$41.9K 0.03% 351
2024
Q2 		$447K Buy
10,261
+885
+9% +$38.1K 0.03% 377
2024
Q1 		$412K Buy
9,376
+279
+3% +$10.9K 0.03% 395
2023
Q4 		$359K Buy
+9,097
New +$352K 0.03% 429

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HighPoint Advisor Group's HSBC Position: Q1 2026 in Review

HighPoint Advisor Group sold out of HSBC (HSBC) in Q1 2026, closing a stake of 14,665 shares — an estimated $1.15M sold.

HighPoint Advisor Group first reported a position in HSBC in Q4 2023 and held it in 9 quarters. The position peaked at $1.15M in Q4 2025. 645 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • HighPoint Advisor Group reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 14,665 HSBC shares in Q1 2026, an estimated $1.15M.
  • HighPoint Advisor Group first reported a position in HSBC in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's HSBC position peaked at $1.15M in Q4 2025.
  • 645 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.