Wayfinding Financial’s HSBC HSBC Stock Holding History

Wayfinding Financial’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 Q2	–	Sell	-522	Closed	-$30K	–	396
2025 Q1	$30K	Buy	+522	New	+$28.5K	0.01%	471

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Wayfinding Financial's HSBC Position: Q2 2025 in Review

Wayfinding Financial sold out of HSBC (HSBC) in Q2 2025, closing a stake of 522 shares — an estimated $30K sold.

Wayfinding Financial first reported a position in HSBC in Q1 2025 and held it in 1 quarter. The position peaked at $30K in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

Wayfinding Financial reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 522 HSBC shares in Q2 2025, an estimated $30K.
Wayfinding Financial first reported a position in HSBC in Q1 2025 and held it in 1 quarter.
Wayfinding Financial's HSBC position peaked at $30K in Q1 2025.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.