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Legacy Investment Solutions’s HSBC HSBC Stock Holding History

Legacy Investment Solutions’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
Q2 		$8.75K Buy
+144
New +$8.2K ﹤0.01% 334
2024
Q4 		$7.65K Buy
144
+100
+227% +$4.64K ﹤0.01% 331
2024
Q3 		$1.98K Buy
+44
New +$1.91K ﹤0.01% 482

Other funds holding HSBC

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

Legacy Investment Solutions's HSBC Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in HSBC (HSBC) in Q2 2025: 144 shares worth $8.75K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in HSBC as recently as Q4 2024.

Legacy Investment Solutions first reported a position in HSBC in Q3 2024 and has held it in 3 quarters since. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Legacy Investment Solutions held 144 shares of HSBC worth $8.75K as of Q2 2025.
  • HSBC was a new Legacy Investment Solutions position in Q2 2025.
  • HSBC made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #334 holding.
  • Legacy Investment Solutions first reported a position in HSBC in Q3 2024 and has held it in 3 quarters since.
  • 512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.