Aperture Investors’s HSBC HSBC Stock Holding History

Aperture Investors’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	$3.4M	Buy	35,800 +13,272	+59%	+$1.21M	0.31%	62
2026 Q1	$1.86M	Buy	+22,528	New	+$1.91M	0.23%	73

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

Aperture Investors's HSBC Position: Q2 2026 in Review

Aperture Investors increased its HSBC (HSBC) stake by 59% in Q2 2026, buying an estimated $1.21M and bringing the position to 35,800 shares worth $3.4M. The position accounts for 0.31% of the portfolio, ranked #62.

Aperture Investors first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Aperture Investors held 35,800 shares of HSBC worth $3.4M as of Q2 2026.
Aperture Investors bought 13,272 HSBC shares in Q2 2026, an estimated $1.21M.
HSBC made up 0.31% of Aperture Investors's portfolio in Q2 2026, its #62 holding.
Aperture Investors first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Aperture Investors's 13F filing for Q2 2026, filed 14 Aug 2026.