WAG
HSBC icon

Wiser Advisor Group’s HSBC HSBC Stock Holding History

Wiser Advisor Group’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 		$3.38K Hold
41
– – ﹤0.01% 203
2025
Q4 		$3.23K Hold
41
– – ﹤0.01% 213
2025
Q3 		$2.91K Buy
+41
New +$2.67K ﹤0.01% 224
2025
Q2 		– Sell
-76
Closed -$4.36K – 132
2025
Q1 		$4.36K Hold
76
– – 0.01% 219
2024
Q4 		$3.75K Hold
76
– – 0.01% 218
2024
Q3 		$3.41K Hold
76
– – 0.01% 221
2024
Q2 		$3.27K Buy
76
+4
+6% +$172 0.01% 237
2024
Q1 		$2.87K Sell
72
-8
-10% -$312 ﹤0.01% 246
2023
Q4 		$3.23K Buy
+80
New +$3.1K 0.01% 241

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
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
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