Westover Capital Advisors’s HSBC HSBC Stock Holding History

Westover Capital 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
2026 Q1	$768K	Buy	9,313 +120	+1%	+$10.2K	0.14%	113
2025 Q4	$723K	Buy	9,193 +246	+3%	+$17.6K	0.13%	120
2025 Q3	$635K	Buy	8,947 +350	+4%	+$22.8K	0.12%	126
2025 Q2	$523K	Buy	8,597 +447	+5%	+$25.4K	0.1%	140
2025 Q1	$468K	Buy	8,150 +200	+3%	+$10.9K	0.1%	148
2024 Q4	$393K	Hold	7,950	–	–	0.09%	163
2024 Q3	$359K	Buy	7,950 +1,750	+28%	+$75.9K	0.07%	183
2024 Q2	$270K	Buy	+6,200	New	+$267K	0.07%	183
2021 Q3	–	Sell	-13,754	Closed	-$397K	–	177
2021 Q2	$397K	Buy	13,754 +2,495	+22%	+$76.2K	0.13%	117
2021 Q1	$328K	Buy	+11,259	New	+$322K	0.11%	125

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