Investors Research Corp’s HSBC HSBC Stock Holding History

Investors Research Corp’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	-9,666	Closed	-$588K	–	906
2025 Q2	$588K	Hold	9,666	–	–	0.12%	183
2025 Q1	$555K	Sell	9,666 -300	-3%	-$16.4K	0.12%	178
2024 Q4	$493K	Hold	9,966	–	–	0.11%	202
2024 Q3	$450K	Hold	9,966	–	–	0.1%	215
2024 Q2	$434K	Sell	9,966 -300	-3%	-$12.9K	0.1%	219
2024 Q1	$404K	Hold	10,266	–	–	0.09%	240
2023 Q4	$416K	Hold	10,266	–	–	0.1%	231
2023 Q3	$405K	Hold	10,266	–	–	0.11%	234
2023 Q2	$407K	Hold	10,266	–	–	0.1%	236
2023 Q1	$350K	Hold	10,266	–	–	0.09%	256
2022 Q4	$320K	Hold	10,266	–	–	0.09%	261
2022 Q3	$268K	Hold	10,266	–	–	0.08%	267
2022 Q2	$335K	Hold	10,266	–	–	0.1%	240
2022 Q1	$351K	Hold	10,266	–	–	0.1%	236
2021 Q4	$310K	Hold	10,266	–	–	0.09%	242
2021 Q3	$268K	Hold	10,266	–	–	0.09%	259
2021 Q2	$296K	Hold	10,266	–	–	0.1%	245
2021 Q1	$299K	Hold	10,266	–	–	0.11%	243
2020 Q4	$266K	Hold	10,266	–	–	0.1%	268
2020 Q3	$201K	Hold	10,266	–	–	0.1%	274
2020 Q2	$240K	Hold	10,266	–	–	0.12%	231
2020 Q1	$288K	Hold	10,266	–	–	0.18%	202
2019 Q4	$401K	Hold	10,266	–	–	0.19%	169
2019 Q3	$393K	Hold	10,266	–	–	0.2%	161
2019 Q2	$429K	Sell	10,266 -122	-1%	-$5.11K	0.22%	148
2019 Q1	$417K	Sell	10,388 -260	-2%	-$10.5K	0.22%	148
2018 Q4	$422K	Sell	10,648 -128	-1%	-$5.13K	0.29%	135
2018 Q3	$452K	Sell	10,776 -120	-1%	-$5.2K	0.26%	153
2018 Q2	$484K	Sell	10,896 -60	-0.5%	-$2.75K	0.28%	145
2018 Q1	$487K	Sell	10,956 -365	-3%	-$17.4K	0.3%	130
2017 Q4	$534K	Buy	+11,321	New	+$512K	0.33%	112

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

Investors Research Corp's HSBC Position: Q3 2025 in Review

Investors Research Corp sold out of HSBC (HSBC) in Q3 2025, closing a stake of 9,666 shares — an estimated $588K sold.

Investors Research Corp first reported a position in HSBC in Q4 2017 and held it in 31 quarters. The position peaked at $588K in Q2 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

Investors Research Corp reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
Investors Research Corp sold 9,666 HSBC shares in Q3 2025, an estimated $588K.
Investors Research Corp first reported a position in HSBC in Q4 2017 and held it in 31 quarters.
Investors Research Corp's HSBC position peaked at $588K in Q2 2025.
554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Investors Research Corp's 13F filing for Q3 2025, filed 2 Oct 2025.