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Atlas Capital Advisors’s HSBC HSBC Stock Holding History

Atlas 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
Q1 		$360K Sell
4,370
-3,119
-42% -$264K 0.04% 314
2025
Q4 		$589K Buy
+7,489
New +$536K 0.07% 235
2025
Q2 		$491K Sell
8,083
-3,949
-33% -$225K 0.06% 259
2025
Q1 		$691K Buy
12,032
+10,031
+501% +$548K 0.09% 198
2024
Q4 		$99K Buy
2,001
+1,388
+226% +$64.4K 0.01% 523
2024
Q3 		$27.7K Hold
613
– – ﹤0.01% 653
2024
Q2 		$26.7K Hold
613
– – ﹤0.01% 662
2024
Q1 		$24.1K Hold
613
– – ﹤0.01% 651
2023
Q4 		$24.9K Sell
613
-494
-45% -$19.1K ﹤0.01% 672
2023
Q3 		$43.7K Hold
1,107
– – 0.01% 555
2023
Q2 		$43.9K Hold
1,107
– – 0.01% 587
2023
Q1 		$37.8K Hold
1,107
– – 0.01% 604
2022
Q4 		$34.5K Hold
1,107
– – 0.01% 601
2022
Q3 		$28.9K Sell
1,107
-6,564
-86% -$204K 0.01% 610
2022
Q2 		$251K Buy
7,671
+7,058
+1,151% +$229K 0.04% 328
2022
Q1 		$21K Hold
613
– – ﹤0.01% 633
2021
Q4 		$18.5K Hold
613
– – ﹤0.01% 648
2021
Q3 		$16K Buy
613
+204
+50% +$5.55K ﹤0.01% 663
2021
Q2 		$11.8K Buy
+409
New +$12.5K ﹤0.01% 715
2020
Q3 		– Sell
-505
Closed -$11.8K – 424
2020
Q2 		$11.8K Buy
+505
New +$12.5K ﹤0.01% 596
2020
Q1 		– Sell
-198
Closed -$7.74K – 687
2019
Q4 		$7.74K Hold
198
– – ﹤0.01% 596
2019
Q3 		$7.58K Sell
198
-14,592
-99% -$565K ﹤0.01% 588
2019
Q2 		$617K Buy
14,790
+14,496
+4,931% +$607K 0.2% 139
2019
Q1 		$5.19K Buy
294
+7
+2% +$282 ﹤0.01% 549
2018
Q4 		$11.4K Buy
287
+131
+84% +$5.25K ﹤0.01% 500
2018
Q3 		$6.58K Sell
156
-2
-1% -$87 ﹤0.01% 516
2018
Q2 		$7.01K Buy
+158
New +$7.25K ﹤0.01% 483

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Atlas Capital Advisors's HSBC Position: Q1 2026 in Review

Atlas Capital Advisors reduced its HSBC (HSBC) stake by 42% in Q1 2026, selling an estimated $264K and leaving 4,370 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #314.

Atlas Capital Advisors first reported a position in HSBC in Q2 2018 and has held it in 27 quarters since. The position peaked at $691K in Q1 2025. 640 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Atlas Capital Advisors held 4,370 shares of HSBC worth $360K as of Q1 2026.
  • Atlas Capital Advisors sold 3,119 HSBC shares in Q1 2026, an estimated $264K.
  • HSBC made up 0.04% of Atlas Capital Advisors's portfolio in Q1 2026, its #314 holding.
  • Atlas Capital Advisors first reported a position in HSBC in Q2 2018 and has held it in 27 quarters since.
  • Atlas Capital Advisors's HSBC position peaked at $691K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.