Baird Financial Group
HSBC icon

Baird Financial Group’s HSBC HSBC Stock Holding History

Baird Financial Group’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 		$200K Buy
+2,429
New +$206K ﹤0.01% 1778
2020
Q1 		– Sell
-5,550
Closed -$217K – 1483
2019
Q4 		$217K Sell
5,550
-14,016
-72% -$532K ﹤0.01% 1444
2019
Q3 		$749K Buy
19,566
+8,578
+78% +$332K ﹤0.01% 1058
2019
Q2 		$459K Buy
10,988
+1,140
+12% +$47.8K ﹤0.01% 1217
2019
Q1 		$395K Buy
9,848
+3,849
+64% +$155K ﹤0.01% 1077
2018
Q4 		$238K Sell
5,999
-1,517
-20% -$60.7K ﹤0.01% 1173
2018
Q3 		$316K Sell
7,516
-8,634
-53% -$374K ﹤0.01% 1166
2018
Q2 		$717K Sell
16,150
-17,166
-52% -$787K ﹤0.01% 913
2018
Q1 		$1.48M Sell
33,316
-1,064
-3% -$50.6K 0.01% 718
2017
Q4 		$1.62M Sell
34,380
-6,478
-16% -$293K 0.01% 685
2017
Q3 		$1.84M Sell
40,858
-4,128
-9% -$183K 0.01% 634
2017
Q2 		$1.91M Buy
44,986
+16,650
+59% +$646K 0.01% 620
2017
Q1 		$1.04M Sell
28,336
-541
-2% -$20.3K 0.01% 772
2016
Q4 		$1.05M Sell
28,877
-20,999
-42% -$744K 0.01% 746
2016
Q3 		$1.7M Buy
49,876
+25,421
+104% +$798K 0.02% 599
2016
Q2 		$682K Sell
24,455
-363
-1% -$10.3K 0.01% 850
2016
Q1 		$688K Buy
24,818
+996
+4% +$29.5K 0.01% 834
2015
Q4 		$838K Buy
23,822
+1,413
+6% +$49.9K 0.01% 754
2015
Q3 		$756K Buy
22,409
+182
+0.8% +$6.8K 0.01% 796
2015
Q2 		$887K Buy
+22,227
New +$926K 0.01% 782

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

Baird Financial Group's HSBC Position: Q1 2026 in Review

Baird Financial Group opened a new position in HSBC (HSBC) in Q1 2026: 2,429 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in HSBC as recently as Q4 2019.

Baird Financial Group first reported a position in HSBC in Q2 2015 and has held it in 20 quarters since. The position peaked at $1.91M in Q2 2017. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Baird Financial Group held 2,429 shares of HSBC worth $200K as of Q1 2026.
  • HSBC was a new Baird Financial Group position in Q1 2026.
  • HSBC made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1778 holding.
  • Baird Financial Group first reported a position in HSBC in Q2 2015 and has held it in 20 quarters since.
  • Baird Financial Group's HSBC position peaked at $1.91M in Q2 2017.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.