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Annis Gardner Whiting Capital Advisors’s HSBC HSBC Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-544
Closed -$44.9K – 743
2026
Q1 		$44.9K Hold
544
– – 0.01% 597
2025
Q4 		$42.8K Buy
+544
New +$38.9K 0.01% 550

Other funds holding HSBC

Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's HSBC Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of HSBC (HSBC) in Q2 2026, closing a stake of 544 shares — an estimated $44.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in HSBC in Q4 2025 and held it in 2 quarters. The position peaked at $44.9K in Q1 2026. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 544 HSBC shares in Q2 2026, an estimated $44.9K.
  • Annis Gardner Whiting Capital Advisors first reported a position in HSBC in Q4 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's HSBC position peaked at $44.9K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.