AlTi Global’s HSBC HSBC Stock Holding History

AlTi Global’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	–	Sell	-4,798	Closed	-$377K	–	456
2025 Q4	$377K	Buy	4,798 +729	+18%	+$52.1K	0.01%	350
2025 Q3	$289K	Buy	4,069 +23	+0.6%	+$1.5K	0.01%	373
2025 Q2	$246K	Buy	+4,046	New	+$230K	0.01%	381

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

AlTi Global's HSBC Position: Q1 2026 in Review

AlTi Global sold out of HSBC (HSBC) in Q1 2026, closing a stake of 4,798 shares — an estimated $377K sold.

AlTi Global first reported a position in HSBC in Q2 2025 and held it in 3 quarters. The position peaked at $377K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

AlTi Global reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
AlTi Global sold 4,798 HSBC shares in Q1 2026, an estimated $377K.
AlTi Global first reported a position in HSBC in Q2 2025 and held it in 3 quarters.
AlTi Global's HSBC position peaked at $377K in Q4 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.