Advisors Capital Management’s HSBC HSBC Stock Holding History

Advisors Capital Management’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	$229K	Buy	+2,403	New	+$219K	﹤0.01%	587
2016 Q2	–	Sell	-193,398	Closed	-$5.36M	–	177
2016 Q1	$5.36M	Sell	193,398 -9,231	-5%	-$273K	0.54%	66
2015 Q4	$7.13M	Sell	202,629 -552	-0.3%	-$19.5K	0.72%	52
2015 Q3	$6.86M	Buy	203,181 +15,121	+8%	+$565K	0.75%	52
2015 Q2	$7.51M	Buy	188,060 +13,501	+8%	+$562K	0.82%	48
2015 Q1	$6.55M	Buy	174,559 +3,392	+2%	+$132K	0.73%	49
2014 Q4	$6.97M	Buy	171,167 +83,760	+96%	+$3.57M	0.85%	40
2014 Q3	$3.83M	Buy	87,407 +21,197	+32%	+$965K	0.49%	81
2014 Q2	$2.9M	Buy	66,210 +46,422	+235%	+$2.07M	0.39%	96
2014 Q1	$867K	Buy	+19,788	New	+$898K	0.13%	135

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

Advisors Capital Management's HSBC Position: Q2 2026 in Review

Advisors Capital Management opened a new position in HSBC (HSBC) in Q2 2026: 2,403 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Advisors Capital Management previously reported a position in HSBC as recently as Q1 2016.

Advisors Capital Management first reported a position in HSBC in Q1 2014 and has held it in 10 quarters since. The position peaked at $7.51M in Q2 2015. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Advisors Capital Management held 2,403 shares of HSBC worth $229K as of Q2 2026.
HSBC was a new Advisors Capital Management position in Q2 2026.
HSBC made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #587 holding.
Advisors Capital Management first reported a position in HSBC in Q1 2014 and has held it in 10 quarters since.
Advisors Capital Management's HSBC position peaked at $7.51M in Q2 2015.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.