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Atria Investments’s HSBC HSBC Stock Holding History

Atria Investments’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 		$1.87M Sell
19,652
-7,224
-27% -$659K 0.02% 792
2026
Q1 		$2.22M Buy
26,876
+3,953
+17% +$335K 0.02% 666
2025
Q4 		$1.8M Buy
22,923
+5,702
+33% +$408K 0.02% 775
2025
Q3 		$1.22M Buy
17,221
+8,102
+89% +$527K 0.01% 944
2025
Q2 		$554K Buy
9,119
+4,002
+78% +$228K 0.01% 1361
2025
Q1 		$294K Sell
5,117
-772
-13% -$42.2K ﹤0.01% 1630
2024
Q4 		$291K Buy
+5,889
New +$273K ﹤0.01% 1606
2024
Q3 		– Sell
-10,731
Closed -$467K – 1966
2024
Q2 		$467K Buy
+10,731
New +$462K 0.01% 1341
2020
Q1 		– Sell
-12,220
Closed -$478K – 817
2019
Q4 		$478K Buy
+12,220
New +$463K 0.01% 801
2019
Q3 		– Sell
-6,131
Closed -$223K – 916
2019
Q2 		$223K Buy
6,131
+788
+15% +$33K 0.01% 865
2019
Q1 		$214K Sell
5,343
-11,215
-68% -$452K 0.01% 839
2018
Q4 		$656K Buy
16,558
+164
+1% +$6.57K 0.03% 414
2018
Q3 		$687K Buy
16,394
+1,402
+9% +$60.8K 0.03% 503
2018
Q2 		$666K Sell
14,992
-4,695
-24% -$215K 0.03% 483
2018
Q1 		$875K Sell
19,687
-393
-2% -$18.7K 0.04% 370
2017
Q4 		$947K Buy
20,080
+725
+4% +$32.8K 0.05% 347
2017
Q3 		$874K Sell
19,355
-964
-5% -$42.6K 0.05% 339
2017
Q2 		$861K Buy
20,319
+1,435
+8% +$55.7K 0.05% 320
2017
Q1 		$696K Buy
18,884
+1,281
+7% +$48.1K 0.05% 327
2016
Q4 		$639K Buy
17,603
+8,013
+84% +$284K 0.05% 297
2016
Q3 		$326K Buy
+9,590
New +$301K 0.03% 388
2013
Q3 		– Sell
-5,510
Closed -$246K – 457
2013
Q2 		$246K Buy
+5,510
New +$258K 0.03% 349

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Atria Investments's HSBC Position: Q2 2026 in Review

Atria Investments reduced its HSBC (HSBC) stake by 27% in Q2 2026, selling an estimated $659K and leaving 19,652 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #792.

Atria Investments first reported a position in HSBC in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.22M in Q1 2026. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Atria Investments held 19,652 shares of HSBC worth $1.87M as of Q2 2026.
  • Atria Investments sold 7,224 HSBC shares in Q2 2026, an estimated $659K.
  • HSBC made up 0.02% of Atria Investments's portfolio in Q2 2026, its #792 holding.
  • Atria Investments first reported a position in HSBC in Q2 2013 and has held it in 22 quarters since.
  • Atria Investments's HSBC position peaked at $2.22M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.