Ritholtz Wealth Management’s HSBC HSBC Stock Holding History

Ritholtz Wealth Management’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	$14.4M	Buy	174,773 +14,013	+9%	+$1.19M	0.25%	47
2025 Q4	$12.6M	Buy	160,760 +20,406	+15%	+$1.46M	0.23%	46
2025 Q3	$9.96M	Buy	140,354 +7,535	+6%	+$490K	0.19%	61
2025 Q2	$8.07M	Sell	132,819 -4,978	-4%	-$283K	0.18%	64
2025 Q1	$7.91M	Sell	137,797 -3,311	-2%	-$181K	0.24%	59
2024 Q4	$6.98M	Buy	141,108 +15,510	+12%	+$720K	0.21%	60
2024 Q3	$5.68M	Buy	125,598 +24,149	+24%	+$1.05M	0.17%	72
2024 Q2	$4.41M	Buy	101,449 +29,637	+41%	+$1.28M	0.15%	85
2024 Q1	$2.83M	Buy	71,812 +16,917	+31%	+$660K	0.1%	139
2023 Q4	$2.23M	Buy	54,895 +6,539	+14%	+$253K	0.09%	150
2023 Q3	$1.91M	Buy	48,356 +4,794	+11%	+$189K	0.09%	150
2023 Q2	$1.73M	Buy	43,562 +5,547	+15%	+$207K	0.08%	168
2023 Q1	$1.3M	Buy	38,015 +3,720	+11%	+$133K	0.06%	200
2022 Q4	$1.07M	Buy	34,295 +2,422	+8%	+$68.7K	0.06%	221
2022 Q3	$831K	Sell	31,873 -2,697	-8%	-$83.8K	0.04%	283
2022 Q2	$1.13M	Buy	34,570 +3,876	+13%	+$126K	0.07%	164
2022 Q1	$1.05M	Buy	30,694 +5,800	+23%	+$200K	0.07%	175
2021 Q4	$751K	Buy	24,894 +10,854	+77%	+$317K	0.05%	220
2021 Q3	$367K	Sell	14,040 -643	-4%	-$17.5K	0.03%	333
2021 Q2	$424K	Buy	14,683 +3,924	+36%	+$120K	0.03%	290
2021 Q1	$314K	Buy	+10,759	New	+$308K	0.03%	295

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