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Smallwood Wealth Investment Management’s HSBC HSBC Stock Holding History

Smallwood Wealth Investment 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
2025
Q2 		– Sell
-173
Closed -$9.94K – 573
2025
Q1 		$9.94K Buy
+173
New +$9.46K 0.01% 308

Other funds holding HSBC

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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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Smallwood Wealth Investment Management's HSBC Position: Q2 2025 in Review

Smallwood Wealth Investment Management sold out of HSBC (HSBC) in Q2 2025, closing a stake of 173 shares — an estimated $9.94K sold.

Smallwood Wealth Investment Management first reported a position in HSBC in Q1 2025 and held it in 1 quarter. The position peaked at $9.94K in Q1 2025. 513 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Smallwood Wealth Investment Management reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 173 HSBC shares in Q2 2025, an estimated $9.94K.
  • Smallwood Wealth Investment Management first reported a position in HSBC in Q1 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's HSBC position peaked at $9.94K in Q1 2025.
  • 513 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2025, filed 3 Oct 2025.