Montag & Associates’s HSBC HSBC Stock Holding History

Montag & Associates’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	-67	Closed	-$4.76K	–	1051
2025 Q3	$4.76K	Buy	+67	New	+$4.36K	﹤0.01%	831

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Montag & Associates's HSBC Position: Q4 2025 in Review

Montag & Associates sold out of HSBC (HSBC) in Q4 2025, closing a stake of 67 shares — an estimated $4.76K sold.

Montag & Associates first reported a position in HSBC in Q3 2025 and held it in 1 quarter. The position peaked at $4.76K in Q3 2025. 616 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

Montag & Associates reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 67 HSBC shares in Q4 2025, an estimated $4.76K.
Montag & Associates first reported a position in HSBC in Q3 2025 and held it in 1 quarter.
Montag & Associates's HSBC position peaked at $4.76K in Q3 2025.
616 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.