Vident Advisory’s HSBC HSBC Stock Holding History

Vident Advisory’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	$9.57M	Buy	116,003 +42,551	+58%	+$3.6M	0.08%	215
2025 Q4	$5.78M	Sell	73,452 -2,968	-4%	-$212K	0.05%	293
2025 Q3	$5.42M	Sell	76,420 -86	-0.1%	-$5.59K	0.05%	286
2025 Q2	$4.65M	Buy	76,506 +7,947	+12%	+$452K	0.05%	297
2025 Q1	$3.94M	Buy	68,559 +5,472	+9%	+$299K	0.06%	287
2024 Q4	$3.12M	Sell	63,087 -221	-0.3%	-$10.3K	0.05%	311
2024 Q3	$2.86M	Buy	63,308 +11,161	+21%	+$484K	0.07%	300
2024 Q2	$2.27M	Buy	52,147 +6,353	+14%	+$273K	0.06%	330
2024 Q1	$1.8M	Buy	45,794 +2,999	+7%	+$117K	0.04%	400
2023 Q4	$1.73M	Buy	42,795 +1,444	+3%	+$55.9K	0.04%	411
2023 Q3	$1.63M	Buy	+41,351	New	+$1.63M	0.05%	359

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