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 $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 $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
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
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