PrairieView Partners’s HSBC HSBC Stock Holding History

PrairieView Partners’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	$8K	Hold	135	–	–	﹤0.01%	299
2025 Q1	$7K	Sell	135 -11	-8%	-$601	﹤0.01%	298
2024 Q4	$7K	Hold	146	–	–	﹤0.01%	305
2024 Q3	$6K	Hold	146	–	–	﹤0.01%	302
2024 Q2	$6K	Hold	146	–	–	﹤0.01%	316
2024 Q1	$6K	Hold	146	–	–	﹤0.01%	301
2023 Q4	$6K	Hold	146	–	–	﹤0.01%	297
2023 Q3	$5K	Hold	146	–	–	﹤0.01%	317
2023 Q2	$5K	Hold	146	–	–	﹤0.01%	366
2023 Q1	$4K	Hold	146	–	–	﹤0.01%	350
2022 Q4	$4K	Hold	146	–	–	﹤0.01%	383
2022 Q3	$4K	Hold	146	–	–	﹤0.01%	365
2022 Q2	$5K	Hold	146	–	–	﹤0.01%	371
2022 Q1	$5K	Hold	146	–	–	﹤0.01%	364
2021 Q4	$4K	Hold	146	–	–	﹤0.01%	365
2021 Q3	$4K	Buy	146 +100	+217%	+$2.72K	﹤0.01%	316
2021 Q2	$1K	Hold	46	–	–	﹤0.01%	337
2021 Q1	$1K	Hold	46	–	–	﹤0.01%	343
2020 Q4	$1K	Hold	46	–	–	﹤0.01%	299
2020 Q3	$1K	Hold	46	–	–	﹤0.01%	288
2020 Q2	$1K	Hold	46	–	–	﹤0.01%	283
2020 Q1	$1K	Buy	+46	New	+$1.6K	﹤0.01%	277

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

PrairieView Partners's HSBC Position: Q2 2025 in Review

PrairieView Partners held its HSBC (HSBC) position steady in Q2 2025 at 135 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

PrairieView Partners first reported a position in HSBC in Q1 2020 and has held it in 22 quarters since. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

PrairieView Partners held 135 shares of HSBC worth $8K as of Q2 2025.
PrairieView Partners left its HSBC share count unchanged in Q2 2025.
HSBC made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #299 holding.
PrairieView Partners first reported a position in HSBC in Q1 2020 and has held it in 22 quarters since.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.