Turning Point Benefit Group’s HSBC HSBC Stock Holding History

Turning Point Benefit Group’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	–	Sell	-11	Closed	-$865	–	407
2025 Q4	$865	Hold	11	–	–	﹤0.01%	577
2025 Q3	$784	Buy	+11	New	+$715	﹤0.01%	423

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Turning Point Benefit Group's HSBC Position: Q1 2026 in Review

Turning Point Benefit Group sold out of HSBC (HSBC) in Q1 2026, closing a stake of 11 shares — an estimated $865 sold.

Turning Point Benefit Group first reported a position in HSBC in Q3 2025 and held it in 2 quarters. The position peaked at $865 in Q4 2025. 646 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Turning Point Benefit Group reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 11 HSBC shares in Q1 2026, an estimated $865.
Turning Point Benefit Group first reported a position in HSBC in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's HSBC position peaked at $865 in Q4 2025.
646 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.