HM Payson & Co’s HSBC HSBC Stock Holding History

HM Payson & Co’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	$87.3K	Hold	1,058	–	–	﹤0.01%	585
2025 Q4	$83.2K	Hold	1,058	–	–	﹤0.01%	601
2025 Q3	$75.1K	Buy	1,058 +528	+100%	+$34.3K	﹤0.01%	607
2025 Q2	$32.2K	Sell	530 -26	-5%	-$1.48K	﹤0.01%	716
2025 Q1	$31.9K	Hold	556	–	–	﹤0.01%	716
2024 Q4	$27.5K	Hold	556	–	–	﹤0.01%	729
2024 Q3	$25.1K	Hold	556	–	–	﹤0.01%	734
2024 Q2	$24.2K	Hold	556	–	–	﹤0.01%	727
2024 Q1	$21.9K	Hold	556	–	–	﹤0.01%	734
2023 Q4	$22.5K	Hold	556	–	–	﹤0.01%	718
2023 Q3	$21.9K	Hold	556	–	–	﹤0.01%	716
2023 Q2	$22K	Buy	+556	New	+$20.8K	﹤0.01%	709
2022 Q4	–	Sell	-225	Closed	-$6K	–	962
2022 Q3	$6K	Hold	225	–	–	﹤0.01%	835
2022 Q2	$7K	Buy	+225	New	+$7.3K	﹤0.01%	857
2019 Q3	–	Sell	-546	Closed	-$23K	–	955
2019 Q2	$23K	Buy	+546	New	+$22.9K	﹤0.01%	710

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