55 North Private Wealth’s HSBC HSBC Stock Holding History

55 North Private Wealth’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 Q2	$836K	Buy	8,794 +2,168	+33%	+$198K	0.16%	68
2026 Q1	$547K	Buy	6,626 +1,422	+27%	+$120K	0.14%	72
2025 Q4	$409K	Buy	+5,204	New	+$372K	0.11%	94

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

55 North Private Wealth's HSBC Position: Q2 2026 in Review

55 North Private Wealth increased its HSBC (HSBC) stake by 33% in Q2 2026, buying an estimated $198K and bringing the position to 8,794 shares worth $836K. The position accounts for 0.16% of the portfolio, ranked #68.

55 North Private Wealth first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since. 703 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

55 North Private Wealth held 8,794 shares of HSBC worth $836K as of Q2 2026.
55 North Private Wealth bought 2,168 HSBC shares in Q2 2026, an estimated $198K.
HSBC made up 0.16% of 55 North Private Wealth's portfolio in Q2 2026, its #68 holding.
55 North Private Wealth first reported a position in HSBC in Q4 2025 and has held it in 3 quarters since.
703 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.