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NewSquare Capital’s HSBC HSBC Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-432
Closed -$26.3K – 643
2025
Q2 		$26.3K Buy
432
+261
+153% +$14.9K ﹤0.01% 424
2025
Q1 		$9.82K Buy
171
+99
+138% +$5.41K ﹤0.01% 552
2024
Q4 		$3.56K Buy
+72
New +$3.34K ﹤0.01% 416
2016
Q2 		– Sell
-54
Closed -$1.53K – 373
2016
Q1 		$1K Hold
54
– – ﹤0.01% 389
2015
Q4 		$2K Buy
+54
New +$1.91K ﹤0.01% 304

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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
Northern Trust
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
BlackRock New York $5.72T 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

NewSquare Capital's HSBC Position: Q3 2025 in Review

NewSquare Capital sold out of HSBC (HSBC) in Q3 2025, closing a stake of 432 shares — an estimated $26.3K sold.

NewSquare Capital first reported a position in HSBC in Q4 2015 and held it in 5 quarters. The position peaked at $26.3K in Q2 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • NewSquare Capital reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 432 HSBC shares in Q3 2025, an estimated $26.3K.
  • NewSquare Capital first reported a position in HSBC in Q4 2015 and held it in 5 quarters.
  • NewSquare Capital's HSBC position peaked at $26.3K in Q2 2025.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.