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Sanctuary Advisors’s HSBC HSBC Stock Holding History

Sanctuary 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
2026
Q1 		$2.07M Buy
25,105
+1,854
+8% +$157K 0.01% 946
2025
Q4 		$1.83M Buy
23,251
+1,814
+8% +$130K 0.01% 979
2025
Q3 		$1.52M Buy
21,437
+5,186
+32% +$337K 0.01% 1047
2025
Q2 		$988K Buy
16,251
+1,715
+12% +$97.6K 0.01% 1225
2025
Q1 		$835K Sell
14,536
-2,659
-15% -$145K 0.01% 1217
2024
Q4 		$906K Buy
17,195
+1,159
+7% +$53.8K 0.01% 1311
2024
Q3 		$737K Buy
16,036
+439
+3% +$19K ﹤0.01% 1449
2024
Q2 		$654K Buy
+15,597
New +$671K ﹤0.01% 1455

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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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 $5.7T 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