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Wolf Group Capital Advisors’s HSBC HSBC Stock Holding History

Wolf Group 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
2025
Q1 		$219K Buy
+3,812
New +$208K 0.07% 159

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Wolf Group Capital Advisors's HSBC Position: Q1 2025 in Review

Wolf Group Capital Advisors opened a new position in HSBC (HSBC) in Q1 2025: 3,812 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #159 among its holdings.

507 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Wolf Group Capital Advisors held 3,812 shares of HSBC worth $219K as of Q1 2025.
  • HSBC was a new Wolf Group Capital Advisors position in Q1 2025.
  • HSBC made up 0.07% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #159 holding.
  • 507 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.