Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$232M Sell
2,807,030
-80,440
-3% -$6.81M 0.28% 35
2025
Q4
$227M Sell
2,887,470
-82,540
-3% -$5.9M 0.26% 35
2025
Q3
$211M Sell
2,970,010
-1,620
-0.1% -$105K 0.26% 38
2025
Q2
$181M Buy
2,971,630
+2,910
+0.1% +$166K 0.24% 37
2025
Q1
$170M Sell
2,968,720
-12,400
-0.4% -$678K 0.25% 37
2024
Q4
$147M Sell
2,981,120
-930
-0% -$43.1K 0.22% 36
2024
Q3
$135M Sell
2,982,050
-4,620
-0.2% -$200K 0.2% 36
2024
Q2
$130M Sell
2,986,670
-140
-0% -$6.03K 0.2% 34
2024
Q1
$118M Buy
2,986,810
+2,891,730
+3,041% +$113M 0.2% 32
2023
Q4
$3.85M Hold
95,080
0.01% 39
2023
Q3
$3.75M Buy
95,080
+21,380
+29% +$843K 0.01% 38
2023
Q2
$2.92M Buy
+73,700
New +$2.75M 0.01% 45

Other funds holding HSBC