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 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 $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allie Family Office's HSBC Position: Q1 2026 in Review

Allie Family Office held its HSBC (HSBC) position steady in Q1 2026 at 8,504 shares worth $719K. The position accounts for 0.31% of the portfolio, ranked #46.

Allie Family Office first reported a position in HSBC in Q4 2021 and has held it in 18 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Allie Family Office held 8,504 shares of HSBC worth $719K as of Q1 2026.
Allie Family Office left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.31% of Allie Family Office's portfolio in Q1 2026, its #46 holding.
Allie Family Office first reported a position in HSBC in Q4 2021 and has held it in 18 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.