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Marshall & Sterling Wealth Advisors’s HSBC HSBC Stock Holding History

Marshall & Sterling Wealth 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
-20
Closed -$1.42K – 475
2025
Q3 		$1.42K Buy
+20
New +$1.3K ﹤0.01% 575

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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HSBC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of HSBC (HSBC) in Q4 2025, closing a stake of 20 shares — an estimated $1.42K sold.

Marshall & Sterling Wealth Advisors first reported a position in HSBC in Q3 2025 and held it in 1 quarter. The position peaked at $1.42K in Q3 2025. 616 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 20 HSBC shares in Q4 2025, an estimated $1.42K.
  • Marshall & Sterling Wealth Advisors first reported a position in HSBC in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's HSBC position peaked at $1.42K in Q3 2025.
  • 616 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.