Prospera Financial Services’s HSBC HSBC Stock Holding History

Prospera Financial Services’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	$2.49M	Sell	30,125 -21,113	-41%	-$1.79M	0.04%	440
2025 Q4	$4.03M	Buy	51,238 +14,933	+41%	+$1.07M	0.07%	294
2025 Q3	$2.58M	Buy	36,305 +15,968	+79%	+$1.04M	0.04%	416
2025 Q2	$1.24M	Buy	20,337 +7,072	+53%	+$403K	0.02%	590
2025 Q1	$762K	Sell	13,265 -240	-2%	-$13.1K	0.02%	638
2024 Q4	$668K	Sell	13,505 -277	-2%	-$12.8K	0.02%	653
2024 Q3	$623K	Sell	13,782 -89	-0.6%	-$3.86K	0.02%	645
2024 Q2	$603K	Sell	13,871 -64	-0.5%	-$2.75K	0.02%	649
2024 Q1	$548K	Buy	13,935 +17	+0.1%	+$664	0.02%	684
2023 Q4	$564K	Sell	13,918 -685	-5%	-$26.5K	0.02%	620
2023 Q3	$576K	Sell	14,603 -1,097	-7%	-$43.2K	0.02%	566
2023 Q2	$622K	Buy	+15,700	New	+$586K	0.02%	549
2022 Q2	–	Sell	-464	Closed	-$16K	–	2056
2022 Q1	$16K	Buy	+464	New	+$16K	﹤0.01%	1831
2020 Q4	–	Sell	-140	Closed	-$3K	–	1065
2020 Q3	$3K	Buy	+140	New	+$3.07K	﹤0.01%	1384

Other funds holding HSBC

Fisher Asset Management

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

Dimensional Fund Advisors

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 $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

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

BlackRock New York $5.7T 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