Alerus Financial’s HSBC HSBC Stock Holding History

Alerus Financial’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 Q3	$99	Hold	1	–	–	﹤0.01%	523
2026 Q2	$95	Hold	1	–	–	﹤0.01%	498
2026 Q1	$82	Hold	1	–	–	﹤0.01%	503
2025 Q4	$79	Hold	1	–	–	﹤0.01%	503
2025 Q3	$71	Hold	1	–	–	﹤0.01%	531
2025 Q2	$61	Buy	+1	New	+$57	﹤0.01%	508

Other funds holding HSBC

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Alerus Financial's HSBC Position: Q3 2026 in Review

Alerus Financial held its HSBC (HSBC) position steady in Q3 2026 at 1 share worth $99. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Alerus Financial first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Alerus Financial held 1 share of HSBC worth $99 as of Q3 2026.
Alerus Financial left its HSBC share count unchanged in Q3 2026.
HSBC made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #523 holding.
Alerus Financial first reported a position in HSBC in Q2 2025 and has held it in 6 quarters since.
436 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.