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	-139,268	Closed	-$6.23M	–	3847
2013 Q2	$6.23M	Buy	+139,268	New	+$6.52M	0.01%	656

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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of Montreal's HSBC Position: Q1 2026 in Review

Bank of Montreal increased its HSBC (HSBC) stake by 130% in Q1 2026, buying an estimated $16.1M and bringing the position to 336,940 shares worth $27.8M. The position accounts for 0.01% of the portfolio, ranked #722.

Bank of Montreal first reported a position in HSBC in Q2 2013 and has held it in 51 quarters since. 643 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Bank of Montreal held 336,940 shares of HSBC worth $27.8M as of Q1 2026.
Bank of Montreal bought 190,565 HSBC shares in Q1 2026, an estimated $16.1M.
HSBC made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #722 holding.
Bank of Montreal first reported a position in HSBC in Q2 2013 and has held it in 51 quarters since.
643 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.