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Ridgewood Investments’s HSBC HSBC Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-1,073
Closed -$65.2K – 414
2025
Q2 		$65.2K Hold
1,073
– – 0.03% 294
2025
Q1 		$61.6K Hold
1,073
– – 0.03% 290
2024
Q4 		$53.1K Hold
1,073
– – 0.03% 301
2024
Q3 		$48.5K Sell
1,073
-1
-0.1% -$43 0.02% 317
2024
Q2 		$46.7K Buy
+1,074
New +$46.2K 0.02% 328
2023
Q3 		– Sell
-1,033
Closed -$40.9K – 437
2023
Q2 		$40.9K Sell
1,033
-208
-17% -$7.76K 0.02% 355
2023
Q1 		$42.4K Buy
+1,241
New +$44.5K 0.03% 367

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
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
BlackRock New York $5.72T 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

Ridgewood Investments's HSBC Position: Q3 2025 in Review

Ridgewood Investments sold out of HSBC (HSBC) in Q3 2025, closing a stake of 1,073 shares — an estimated $65.2K sold.

Ridgewood Investments first reported a position in HSBC in Q1 2023 and held it in 7 quarters. The position peaked at $65.2K in Q2 2025. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • Ridgewood Investments reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,073 HSBC shares in Q3 2025, an estimated $65.2K.
  • Ridgewood Investments first reported a position in HSBC in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's HSBC position peaked at $65.2K in Q2 2025.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.