NBC Securities’s HSBC HSBC Stock Holding History

NBC Securities’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	$35.4K	Sell	429 -6	-1%	-$508	﹤0.01%	1456
2025 Q4	$34.3K	Sell	435 -909	-68%	-$65K	﹤0.01%	1519
2025 Q3	$95.4K	Sell	1,344 -379	-22%	-$24.6K	0.01%	1090
2025 Q2	$104K	Hold	1,723	–	–	0.01%	1031
2025 Q1	$98K	Buy	1,723 +1,722	+172,200%	+$94.2K	0.01%	982
2024 Q4	$95	Sell	1 -1,907	-100%	-$88.5K	0.01%	933
2024 Q3	$86K	Buy	1,908 +32	+2%	+$1.39K	0.01%	1028
2024 Q2	$81K	Buy	1,876 +72	+4%	+$3.1K	0.01%	1005
2024 Q1	$71K	Sell	1,804 -390	-18%	-$15.2K	0.01%	1039
2023 Q4	$88K	Sell	2,194 -569	-21%	-$22K	0.01%	980
2023 Q3	$109K	Buy	+2,763	New	+$109K	0.01%	906

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