Vestmark Advisory Solutions’s HSBC HSBC Stock Holding History

Vestmark Advisory Solutions’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	$1.93M	Sell	23,427 -26,337	-53%	-$2.23M	0.02%	641
2025 Q4	$3.91M	Buy	+49,764	New	+$3.56M	0.05%	367
2025 Q3	–	Sell	-22,543	Closed	-$1.37M	–	952
2025 Q2	$1.37M	Buy	+22,543	New	+$1.28M	0.02%	442
2023 Q3	–	Sell	-8,794	Closed	-$348K	–	622
2023 Q2	$348K	Sell	8,794 -308	-3%	-$11.5K	0.01%	674
2023 Q1	$311K	Buy	+9,102	New	+$327K	0.01%	691
2022 Q3	–	Sell	-8,935	Closed	-$292K	–	839
2022 Q2	$292K	Sell	8,935 -333	-4%	-$10.8K	0.02%	680
2022 Q1	$317K	Buy	+9,268	New	+$320K	0.02%	703
2020 Q2	–	Sell	-14,117	Closed	-$395K	–	542
2020 Q1	$395K	Sell	14,117 -20,437	-59%	-$710K	0.08%	302
2019 Q4	$1.35M	Sell	34,554 -594	-2%	-$22.5K	0.28%	131
2019 Q3	$1.34M	Sell	35,148 -4,377	-11%	-$170K	0.22%	144
2019 Q2	$1.65M	Buy	39,525 +3,265	+9%	+$137K	0.28%	106
2019 Q1	$1.45M	Buy	+36,260	New	+$1.46M	0.26%	118

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