MCF Advisors’s HSBC HSBC Stock Holding History

MCF 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
2026 Q1	$56.8K	Hold	689	–	–	﹤0.01%	588
2025 Q4	$54.2K	Hold	689	–	–	﹤0.01%	494
2025 Q3	$48.9K	Hold	689	–	–	﹤0.01%	432
2025 Q2	$41.9K	Hold	689	–	–	﹤0.01%	431
2025 Q1	$39.6K	Hold	689	–	–	﹤0.01%	429
2024 Q4	$34.1K	Hold	689	–	–	﹤0.01%	467
2024 Q3	$31.1K	Hold	689	–	–	﹤0.01%	467
2024 Q2	$30K	Hold	689	–	–	﹤0.01%	466
2024 Q1	$27.1K	Buy	689 +1	+0.1%	+$39	﹤0.01%	477
2023 Q4	$27.9K	Hold	688	–	–	﹤0.01%	459
2023 Q3	$27.1K	Hold	688	–	–	﹤0.01%	442
2023 Q2	$27.3K	Hold	688	–	–	﹤0.01%	434
2023 Q1	$23.5K	Buy	+688	New	+$24.7K	﹤0.01%	454

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $5.7T 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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return