Kestra Investment Management’s HSBC HSBC Stock Holding History

Kestra Investment Management’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 Q1	–	Sell	-157	Closed	-$7.75K	–	1141
2024 Q4	$7.75K	Buy	+157	New	+$7.28K	﹤0.01%	853

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Kestra Investment Management's HSBC Position: Q1 2025 in Review

Kestra Investment Management sold out of HSBC (HSBC) in Q1 2025, closing a stake of 157 shares — an estimated $7.75K sold.

Kestra Investment Management first reported a position in HSBC in Q4 2024 and held it in 1 quarter. The position peaked at $7.75K in Q4 2024. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

Kestra Investment Management reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 157 HSBC shares in Q1 2025, an estimated $7.75K.
Kestra Investment Management first reported a position in HSBC in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's HSBC position peaked at $7.75K in Q4 2024.
506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.