Vise Technologies’s HSBC HSBC Stock Holding History

Vise Technologies’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	$4.63M	Hold	58,865	–	–	0.09%	180
2025 Q4	$4.63M	Buy	58,865 +19,928	+51%	+$1.43M	0.09%	181
2025 Q3	$2.76M	Buy	38,937 +13,545	+53%	+$881K	0.1%	187
2025 Q2	$1.54M	Buy	+25,392	New	+$1.45M	0.06%	323
2024 Q4	$999K	Buy	20,203 +270	+1%	+$12.5K	0.08%	255
2024 Q3	$901K	Sell	19,933 -6,366	-24%	-$276K	0.11%	178
2024 Q2	$1.14M	Buy	26,299 +2,206	+9%	+$94.9K	0.2%	99
2024 Q1	$948K	Sell	24,093 -629	-3%	-$24.6K	0.19%	118
2023 Q4	$1M	Buy	24,722 +1,764	+8%	+$68.3K	0.22%	110
2023 Q3	$906K	Buy	22,958 +1,027	+5%	+$40.5K	0.22%	106
2023 Q2	$869K	Buy	21,931 +3,693	+20%	+$138K	0.21%	106
2023 Q1	$622K	Buy	18,238 +2,237	+14%	+$80.3K	0.16%	140
2022 Q4	$499K	Buy	16,001 +1,962	+14%	+$55.7K	0.16%	147
2022 Q3	$366K	Buy	14,039 +865	+7%	+$26.9K	0.14%	177
2022 Q2	$430K	Buy	13,174 +5,902	+81%	+$191K	0.17%	145
2022 Q1	$249K	Buy	+7,272	New	+$251K	0.09%	198

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