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Strategic Global Advisors’s HSBC HSBC Stock Holding History

Strategic Global 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
2025
Q3 		– Sell
-7,715
Closed -$469K – 151
2025
Q2 		$469K Buy
7,715
+923
+14% +$52.5K 0.08% 129
2025
Q1 		$390K Buy
+6,792
New +$371K 0.08% 128
2024
Q2 		– Sell
-14,533
Closed -$572K – 146
2024
Q1 		$572K Buy
14,533
+2,469
+20% +$96.4K 0.12% 115
2023
Q4 		$489K Sell
12,064
-217
-2% -$8.4K 0.11% 127
2023
Q3 		$485K Sell
12,281
-4,042
-25% -$159K 0.08% 122
2023
Q2 		$647K Sell
16,323
-350
-2% -$13.1K 0.1% 117
2023
Q1 		$569K Sell
16,673
-887
-5% -$31.8K 0.09% 116
2022
Q4 		$547K Buy
17,560
+4,878
+38% +$138K 0.09% 113
2022
Q3 		$331K Buy
12,682
+6,435
+103% +$200K 0.06% 126
2022
Q2 		$204K Buy
+6,247
New +$203K 0.03% 142

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Strategic Global Advisors's HSBC Position: Q3 2025 in Review

Strategic Global Advisors sold out of HSBC (HSBC) in Q3 2025, closing a stake of 7,715 shares — an estimated $469K sold.

Strategic Global Advisors first reported a position in HSBC in Q2 2022 and held it in 10 quarters. The position peaked at $647K in Q2 2023. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

  • Strategic Global Advisors reported no remaining HSBC position as of Q3 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 7,715 HSBC shares in Q3 2025, an estimated $469K.
  • Strategic Global Advisors first reported a position in HSBC in Q2 2022 and held it in 10 quarters.
  • Strategic Global Advisors's HSBC position peaked at $647K in Q2 2023.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Strategic Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.