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Stephens Consulting’s HSBC HSBC Stock Holding History

Stephens Consulting’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
Q4 		$2.91K Buy
+37
New +$2.65K ﹤0.01% 327
2025
Q3 		– Sell
-95
Closed -$5.78K – 736
2025
Q2 		$5.78K Buy
+95
New +$5.41K ﹤0.01% 381
2022
Q1 		– Sell
-1
Closed -$30 – 634
2021
Q4 		$30 Buy
+1
New +$29 ﹤0.01% 682

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
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
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 $5.72T 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stephens Consulting's HSBC Position: Q4 2025 in Review

Stephens Consulting opened a new position in HSBC (HSBC) in Q4 2025: 37 shares worth $2.91K. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in HSBC as recently as Q2 2025.

Stephens Consulting first reported a position in HSBC in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.78K in Q2 2025. 614 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Stephens Consulting held 37 shares of HSBC worth $2.91K as of Q4 2025.
  • HSBC was a new Stephens Consulting position in Q4 2025.
  • HSBC made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #327 holding.
  • Stephens Consulting first reported a position in HSBC in Q4 2021 and has held it in 3 quarters since.
  • Stephens Consulting's HSBC position peaked at $5.78K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.