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Rise Advisors’s HSBC HSBC Stock Holding History

Rise Advisors’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
Q4 		– Sell
-2
Closed -$162 – 698
2025
Q3 		$162 Hold
2
– – ﹤0.01% 1473
2025
Q2 		$138 Hold
2
– – ﹤0.01% 1491
2025
Q1 		$125 Sell
2
-935
-100% -$51.1K ﹤0.01% 1445
2024
Q4 		$46.4K Buy
937
+19
+2% +$881 0.02% 246
2024
Q3 		$41.5K Hold
918
– – 0.02% 283
2024
Q2 		$39.9K Buy
918
+63
+7% +$2.71K 0.02% 276
2024
Q1 		$33.7K Buy
+855
New +$33.4K 0.02% 333

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Rise Advisors's HSBC Position: Q4 2025 in Review

Rise Advisors sold out of HSBC (HSBC) in Q4 2025, closing a stake of 2 shares — an estimated $162 sold.

Rise Advisors first reported a position in HSBC in Q1 2024 and held it in 7 quarters. The position peaked at $46.4K in Q4 2024. 616 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Rise Advisors reported no remaining HSBC position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 2 HSBC shares in Q4 2025, an estimated $162.
  • Rise Advisors first reported a position in HSBC in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's HSBC position peaked at $46.4K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.