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Lindbrook Capital’s HSBC HSBC Stock Holding History

Lindbrook Capital’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 		$491K Buy
8,543
+387
+5% +$21.2K 0.05% 225
2024
Q4 		$403K Buy
8,156
+485
+6% +$22.5K 0.04% 256
2024
Q3 		$347K Sell
7,671
-1,502
-16% -$65.1K 0.03% 278
2024
Q2 		$399K Buy
9,173
+356
+4% +$15.3K 0.04% 234
2024
Q1 		$347K Buy
8,817
+442
+5% +$17.3K 0.03% 258
2023
Q4 		$340K Buy
8,375
+748
+10% +$29K 0.03% 255
2023
Q3 		$301K Buy
7,627
+1,844
+32% +$72.7K 0.03% 246
2023
Q2 		$229K Sell
5,783
-117
-2% -$4.37K 0.02% 299
2023
Q1 		$201K Buy
5,900
+678
+13% +$24.3K 0.02% 310
2022
Q4 		$163K Sell
5,222
-1,639
-24% -$46.5K 0.02% 375
2022
Q3 		$179K Buy
6,861
+1,033
+18% +$32.1K 0.03% 285
2022
Q2 		$190K Buy
5,828
+1,357
+30% +$44K 0.03% 295
2022
Q1 		$153K Sell
4,471
-18
-0.4% -$621 0.02% 353
2021
Q4 		$135K Buy
4,489
+897
+25% +$26.2K 0.02% 411
2021
Q3 		$94K Sell
3,592
-160
-4% -$4.36K 0.02% 276
2021
Q2 		$108K Buy
3,752
+276
+8% +$8.43K 0.02% 276
2021
Q1 		$101K Buy
3,476
+214
+7% +$6.12K 0.02% 272
2020
Q4 		$85K Buy
3,262
+1,885
+137% +$44.8K 0.02% 270
2020
Q3 		$27K Sell
1,377
-1,011
-42% -$22.2K 0.01% 522
2020
Q2 		$56K Buy
2,388
+709
+42% +$17.6K 0.02% 340
2020
Q1 		$47K Sell
1,679
-3,524
-68% -$122K 0.02% 334
2019
Q4 		$203K Buy
5,203
+985
+23% +$37.4K 0.07% 140
2019
Q3 		$161K Sell
4,218
-4,406
-51% -$171K 0.06% 167
2019
Q2 		$359K Buy
8,624
+1,932
+29% +$80.9K 0.14% 74
2019
Q1 		$268K Buy
6,692
+48
+0.7% +$1.93K 0.11% 99
2018
Q4 		$263K Buy
+6,644
New +$266K 0.13% 78

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Lindbrook Capital's HSBC Position: Q1 2025 in Review

Lindbrook Capital increased its HSBC (HSBC) stake by 4.7% in Q1 2025, buying an estimated $21.2K and bringing the position to 8,543 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #225.

Lindbrook Capital first reported a position in HSBC in Q4 2018 and has held it in 26 quarters since. 507 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Lindbrook Capital held 8,543 shares of HSBC worth $491K as of Q1 2025.
  • Lindbrook Capital bought 387 HSBC shares in Q1 2025, an estimated $21.2K.
  • HSBC made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #225 holding.
  • Lindbrook Capital first reported a position in HSBC in Q4 2018 and has held it in 26 quarters since.
  • 507 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.