Allie Family Office’s HSBC HSBC Stock Holding History

Allie Family Office’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	$809K	Hold	8,504	–	–	0.3%	48
2026 Q1	$719K	Hold	8,504	–	–	0.31%	46
2025 Q4	$669K	Hold	8,504	–	–	0.31%	47
2025 Q3	$604K	Hold	8,504	–	–	0.29%	50
2025 Q2	$517K	Hold	8,504	–	–	0.26%	48
2025 Q1	$502K	Hold	8,504	–	–	0.27%	49
2024 Q4	$421K	Hold	8,504	–	–	0.23%	54
2024 Q3	$384K	Hold	8,504	–	–	0.21%	59
2024 Q2	$378K	Hold	8,504	–	–	0.23%	58
2024 Q1	$347K	Hold	8,504	–	–	0.2%	55
2023 Q4	$345K	Hold	8,504	–	–	0.24%	50
2023 Q3	$336K	Hold	8,504	–	–	0.27%	43
2023 Q2	$337K	Hold	8,504	–	–	0.24%	47
2023 Q1	$299K	Hold	8,504	–	–	0.22%	54
2022 Q4	$265K	Hold	8,504	–	–	0.22%	60
2022 Q3	$222K	Hold	8,504	–	–	0.19%	64
2022 Q2	$278K	Hold	8,504	–	–	0.23%	55
2022 Q1	$291K	Hold	8,504	–	–	0.22%	53
2021 Q4	$256K	Buy	+8,504	New	+$248K	0.2%	57

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

Allie Family Office's HSBC Position: Q2 2026 in Review

Allie Family Office held its HSBC (HSBC) position steady in Q2 2026 at 8,504 shares worth $809K. The position accounts for 0.3% of the portfolio, ranked #48.

Allie Family Office first reported a position in HSBC in Q4 2021 and has held it in 19 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Allie Family Office held 8,504 shares of HSBC worth $809K as of Q2 2026.
Allie Family Office left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.3% of Allie Family Office's portfolio in Q2 2026, its #48 holding.
Allie Family Office first reported a position in HSBC in Q4 2021 and has held it in 19 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.