Bank of Montreal’s HSBC HSBC Stock Holding History

Bank of Montreal’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
2013 Q3	–	Sell	-81,239	Closed	-$3.63M	–	3846
2013 Q2	$3.63M	Buy	+81,239	New	+$3.8M	0.01%	853

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

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

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal's HSBC Position: Q2 2026 in Review

Bank of Montreal increased its HSBC (HSBC) stake by 21% in Q2 2026, buying an estimated $6.56M and bringing the position to 408,789 shares worth $38.9M. The position accounts for 0.01% of the portfolio, ranked #674.

Bank of Montreal first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since. 498 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Bank of Montreal held 408,789 shares of HSBC worth $38.9M as of Q2 2026.
Bank of Montreal bought 71,849 HSBC shares in Q2 2026, an estimated $6.56M.
HSBC made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #674 holding.
Bank of Montreal first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since.
498 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.