Wealthstream Advisors’s HSBC HSBC Stock Holding History

Wealthstream Advisors’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 Q3	$287K	Buy	4,046 +454	+13%	+$29.5K	0.04%	131
2025 Q2	$218K	Buy	+3,592	New	+$204K	0.04%	156

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthstream Advisors's HSBC Position: Q3 2025 in Review

Wealthstream Advisors increased its HSBC (HSBC) stake by 13% in Q3 2025, buying an estimated $29.5K and bringing the position to 4,046 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #131.

Wealthstream Advisors first reported a position in HSBC in Q2 2025 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2025.

Wealthstream Advisors held 4,046 shares of HSBC worth $287K as of Q3 2025.
Wealthstream Advisors bought 454 HSBC shares in Q3 2025, an estimated $29.5K.
HSBC made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #131 holding.
Wealthstream Advisors first reported a position in HSBC in Q2 2025 and has held it in 2 quarters since.
554 funds tracked by Wall St. Rank held HSBC as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.