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Legacy Financial Advisors’s HSBC HSBC Stock Holding History

Legacy Financial Advisors’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
Q4 		– Sell
-18,757
Closed -$1.33M – 420
2025
Q3 		$1.33M Buy
+18,757
New +$1.22M 0.18% 92
2025
Q2 		– Sell
-17,084
Closed -$981K – 373
2025
Q1 		$981K Sell
17,084
-192
-1% -$10.5K 0.16% 107
2024
Q4 		$854K Buy
17,276
+539
+3% +$25K 0.14% 117
2024
Q3 		$756K Buy
16,737
+349
+2% +$15.1K 0.13% 135
2024
Q2 		$713K Buy
16,388
+818
+5% +$35.2K 0.13% 132
2024
Q1 		$613K Buy
15,570
+343
+2% +$13.4K 0.11% 157
2023
Q4 		$617K Buy
15,227
+1,895
+14% +$73.4K 0.12% 134
2023
Q3 		$526K Buy
13,332
+622
+5% +$24.5K 0.11% 128
2023
Q2 		$504K Buy
12,710
+1,285
+11% +$48K 0.09% 137
2023
Q1 		$390K Buy
11,425
+3,729
+48% +$134K 0.08% 156
2022
Q4 		$240K Buy
+7,696
New +$218K 0.05% 208
2022
Q3 		– Sell
-6,478
Closed -$212K – 230
2022
Q2 		$212K Buy
+6,478
New +$210K 0.05% 203
2019
Q2 		– Sell
-4,466
Closed -$179K – 458
2019
Q1 		$179K Buy
4,466
+695
+18% +$28K 0.06% 112
2018
Q4 		$149K Buy
3,771
+1,450
+62% +$58.1K 0.06% 118
2018
Q3 		$97K Sell
2,321
-555
-19% -$24.1K 0.04% 173
2018
Q2 		$129K Buy
2,876
+495
+21% +$22.7K 0.05% 141
2018
Q1 		$107K Sell
2,381
-17
-0.7% -$809 0.04% 160
2017
Q4 		$113K Buy
+2,398
New +$108K 0.05% 170

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 $871B 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 $5.72T 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legacy Financial Advisors's HSBC Position: Q4 2025 in Review

Legacy Financial Advisors sold out of HSBC (HSBC) in Q4 2025, closing a stake of 18,757 shares — an estimated $1.33M sold.

Legacy Financial Advisors first reported a position in HSBC in Q4 2017 and held it in 18 quarters. The position peaked at $1.33M in Q3 2025. 615 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Legacy Financial Advisors reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 18,757 HSBC shares in Q4 2025, an estimated $1.33M.
  • Legacy Financial Advisors first reported a position in HSBC in Q4 2017 and held it in 18 quarters.
  • Legacy Financial Advisors's HSBC position peaked at $1.33M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.