Prospect Financial Group’s HSBC HSBC Stock Holding History

Prospect Financial 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
2026 Q1	$268K	Hold	3,253	–	–	0.25%	48
2025 Q4	$256K	Sell	3,253 -2	-0.1%	-$143	0.24%	50
2025 Q3	$231K	Buy	+3,255	New	+$212K	0.23%	52

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Prospect Financial Group's HSBC Position: Q1 2026 in Review

Prospect Financial Group held its HSBC (HSBC) position steady in Q1 2026 at 3,253 shares worth $268K. The position accounts for 0.25% of the portfolio, ranked #48.

Prospect Financial Group first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Prospect Financial Group held 3,253 shares of HSBC worth $268K as of Q1 2026.
Prospect Financial Group left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.25% of Prospect Financial Group's portfolio in Q1 2026, its #48 holding.
Prospect Financial Group first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Prospect Financial Group's 13F filing for Q1 2026, filed 6 May 2026.