Sowell Financial Services’s HSBC HSBC Stock Holding History

Sowell Financial Services’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	$2.58M	Sell	31,258 -351	-1%	-$29.7K	0.1%	227
2025 Q4	$2.49M	Buy	31,609 +4,899	+18%	+$350K	0.09%	228
2025 Q3	$1.9M	Sell	26,710 -10,521	-28%	-$684K	0.07%	291
2025 Q2	$2.26M	Buy	37,231 +782	+2%	+$44.5K	0.09%	226
2025 Q1	$2.09M	Buy	+36,449	New	+$1.99M	0.1%	226
2021 Q2	–	Sell	-3,240	Closed	-$102K	–	1492
2021 Q1	$102K	Buy	3,240 +490	+18%	+$14K	﹤0.01%	1359
2020 Q4	$71K	Hold	2,750	–	–	﹤0.01%	1276
2020 Q3	$54K	Buy	2,750 +2,656	+2,826%	+$58.2K	﹤0.01%	1187
2020 Q2	$2K	Sell	94 -82	-47%	-$2.04K	﹤0.01%	2160
2020 Q1	$5K	Sell	176 -149	-46%	-$5.17K	﹤0.01%	1818
2019 Q4	$13K	Sell	325 -187	-37%	-$7.09K	﹤0.01%	1595
2019 Q3	$20K	Buy	+512	New	+$19.8K	﹤0.01%	1277
2017 Q1	–	Sell	-325	Closed	-$13K	–	400
2016 Q4	$13K	Buy	+325	New	+$11.5K	﹤0.01%	462

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