MFG
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Mendota Financial Group’s HSBC HSBC Stock Holding History

Mendota Financial Group’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 		– Sell
-49
Closed -$2.42K – 208
2024
Q4 		$2.42K Sell
49
-22
-31% -$1.02K ﹤0.01% 290
2024
Q3 		$3.21K Buy
71
+22
+45% +$954 ﹤0.01% 287
2024
Q2 		$2.13K Buy
+49
New +$2.11K ﹤0.01% 275

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
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

Mendota Financial Group's HSBC Position: Q1 2025 in Review

Mendota Financial Group sold out of HSBC (HSBC) in Q1 2025, closing a stake of 49 shares — an estimated $2.42K sold.

Mendota Financial Group first reported a position in HSBC in Q2 2024 and held it in 3 quarters. The position peaked at $3.21K in Q3 2024. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Mendota Financial Group reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 49 HSBC shares in Q1 2025, an estimated $2.42K.
  • Mendota Financial Group first reported a position in HSBC in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's HSBC position peaked at $3.21K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.