Orion Portfolio Solutions’s HSBC HSBC Stock Holding History

Orion Portfolio Solutions’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	$2.6M	Buy	45,194 +3,261	+8%	+$178K	0.03%	588
2024 Q4	$2.07M	Buy	41,933 +7,908	+23%	+$367K	0.02%	678
2024 Q3	$1.54M	Sell	34,025 -3,162	-9%	-$137K	0.02%	824
2024 Q2	$1.62M	Buy	37,187 +3,103	+9%	+$134K	0.02%	753
2024 Q1	$1.34M	Sell	34,084 -62,874	-65%	-$2.45M	0.01%	854
2023 Q4	$4.02M	Sell	96,958 -13,600	-12%	-$526K	0.05%	356
2023 Q3	$4.36M	Buy	110,558 +2,128	+2%	+$83.9K	0.05%	332
2023 Q2	$4.3M	Sell	108,430 -1,546	-1%	-$57.7K	0.05%	364
2023 Q1	$3.75M	Buy	+109,976	New	+$3.95M	0.05%	342
2020 Q3	–	Sell	-702	Closed	-$16K	–	1139
2020 Q2	$16K	Sell	702 -1	-0.1%	-$25	﹤0.01%	1017
2020 Q1	$20K	Sell	703 -25	-3%	-$868	﹤0.01%	830
2019 Q4	$28K	Buy	+728	New	+$27.6K	﹤0.01%	690

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

Orion Portfolio Solutions's HSBC Position: Q1 2025 in Review

Orion Portfolio Solutions increased its HSBC (HSBC) stake by 7.8% in Q1 2025, buying an estimated $178K and bringing the position to 45,194 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #588.

Orion Portfolio Solutions first reported a position in HSBC in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.36M in Q3 2023. 507 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

Orion Portfolio Solutions held 45,194 shares of HSBC worth $2.6M as of Q1 2025.
Orion Portfolio Solutions bought 3,261 HSBC shares in Q1 2025, an estimated $178K.
HSBC made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #588 holding.
Orion Portfolio Solutions first reported a position in HSBC in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's HSBC position peaked at $4.36M in Q3 2023.
507 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.