Ancora Advisors’s HSBC HSBC Stock Holding History

Ancora Advisors’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	$36.3K	Buy	440 +295	+203%	+$25K	﹤0.01%	1284
2025 Q4	$11.4K	Buy	+145	New	+$10.4K	﹤0.01%	1759
2022 Q4	–	Sell	-2,000	Closed	-$52K	–	1866
2022 Q3	$52K	Buy	2,000 +1,000	+100%	+$31.1K	﹤0.01%	1058
2022 Q2	$33K	Hold	1,000	–	–	﹤0.01%	1298
2022 Q1	$34K	Hold	1,000	–	–	﹤0.01%	1401
2021 Q4	$30K	Hold	1,000	–	–	﹤0.01%	1448
2021 Q3	$26K	Buy	+1,000	New	+$27.2K	﹤0.01%	1395
2020 Q2	–	Sell	-1,548	Closed	-$43K	–	1378
2020 Q1	$43K	Buy	1,548 +1,535	+11,808%	+$53.3K	﹤0.01%	919
2019 Q4	$1K	Buy	+13	New	+$493	﹤0.01%	1336
2018 Q4	–	Sell	-1,050	Closed	-$44K	–	871
2018 Q3	$44K	Buy	+1,050	New	+$45.5K	﹤0.01%	914

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

Ancora Advisors's HSBC Position: Q1 2026 in Review

Ancora Advisors increased its HSBC (HSBC) stake by 203% in Q1 2026, buying an estimated $25K and bringing the position to 440 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Ancora Advisors first reported a position in HSBC in Q3 2018 and has held it in 10 quarters since. The position peaked at $52K in Q3 2022. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Ancora Advisors held 440 shares of HSBC worth $36.3K as of Q1 2026.
Ancora Advisors bought 295 HSBC shares in Q1 2026, an estimated $25K.
HSBC made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1284 holding.
Ancora Advisors first reported a position in HSBC in Q3 2018 and has held it in 10 quarters since.
Ancora Advisors's HSBC position peaked at $52K in Q3 2022.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.