Oliver Lagore Vanvalin Investment Group’s HSBC HSBC Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$6.2K	Buy	+108	New	+$6.15K	﹤0.01%	474
2024 Q4	$5.34K	Hold	108	–	–	﹤0.01%	513
2024 Q3	$4.88K	Hold	108	–	–	﹤0.01%	508
2024 Q2	$4.7K	Hold	108	–	–	﹤0.01%	504
2024 Q1	$4.25K	Sell	108 -83	-43%	-$3.24K	﹤0.01%	531
2023 Q4	$7.74K	Sell	191 -6	-3%	-$232	﹤0.01%	460
2023 Q3	$7.77K	Buy	197 +89	+82%	+$3.51K	﹤0.01%	481
2023 Q2	$4.28K	Hold	108	–	–	﹤0.01%	584
2023 Q1	$3.69K	Buy	+108	New	+$3.88K	﹤0.01%	525

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's HSBC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in HSBC (HSBC) in Q2 2025: 108 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in HSBC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in HSBC in Q1 2023 and has held it in 9 quarters since. The position peaked at $7.77K in Q3 2023. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 108 shares of HSBC worth $6.2K as of Q2 2025.
HSBC was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
HSBC made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #474 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in HSBC in Q1 2023 and has held it in 9 quarters since.
Oliver Lagore Vanvalin Investment Group's HSBC position peaked at $7.77K in Q3 2023.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.