Rathbones Group’s HSBC HSBC Stock Holding History

Rathbones 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 Q1	–	Sell	-5,600	Closed	-$277K	–	618
2024 Q4	$277K	Sell	5,600 -300	-5%	-$13.9K	﹤0.01%	482
2024 Q3	$267K	Buy	5,900 +300	+5%	+$13K	﹤0.01%	505
2024 Q2	$244K	Hold	5,600	–	–	﹤0.01%	521
2024 Q1	$220K	Hold	5,600	–	–	﹤0.01%	538
2023 Q4	$227K	Hold	5,600	–	–	﹤0.01%	515
2023 Q3	$221K	Hold	5,600	–	–	﹤0.01%	518
2023 Q2	$222K	Buy	+5,600	New	+$209K	﹤0.01%	367
2023 Q1	–	Sell	-5,600	Closed	-$208K	–	417
2022 Q4	$208K	Buy	+5,600	New	+$159K	﹤0.01%	379

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

Rathbones Group's HSBC Position: Q1 2025 in Review

Rathbones Group sold out of HSBC (HSBC) in Q1 2025, closing a stake of 5,600 shares — an estimated $277K sold.

Rathbones Group first reported a position in HSBC in Q4 2022 and held it in 8 quarters. The position peaked at $277K in Q4 2024. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

Rathbones Group reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
Rathbones Group sold 5,600 HSBC shares in Q1 2025, an estimated $277K.
Rathbones Group first reported a position in HSBC in Q4 2022 and held it in 8 quarters.
Rathbones Group's HSBC position peaked at $277K in Q4 2024.
506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Rathbones Group's 13F filing for Q1 2025, filed 13 May 2025.