West Branch Capital’s HSBC HSBC Stock Holding History

West Branch Capital’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	-3	Closed	-$187	–	499
2025 Q1	$187	Hold	3	–	–	﹤0.01%	475
2024 Q4	$161	Hold	3	–	–	﹤0.01%	488
2024 Q3	$147	Buy	+3	New	+$130	﹤0.01%	498

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

West Branch Capital's HSBC Position: Q2 2025 in Review

West Branch Capital sold out of HSBC (HSBC) in Q2 2025, closing a stake of 3 shares — an estimated $187 sold.

West Branch Capital first reported a position in HSBC in Q3 2024 and held it in 3 quarters. The position peaked at $187 in Q1 2025. 512 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

West Branch Capital reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 3 HSBC shares in Q2 2025, an estimated $187.
West Branch Capital first reported a position in HSBC in Q3 2024 and held it in 3 quarters.
West Branch Capital's HSBC position peaked at $187 in Q1 2025.
512 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.