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Berbice Capital Management’s HSBC HSBC Stock Holding History

Berbice Capital Management’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
Q3 		$79.4K Hold
800
– – 0.04% 63
2026
Q2 		$76.1K Hold
800
– – 0.04% 62
2026
Q1 		$66K Hold
800
– – 0.04% 78
2025
Q4 		$62.9K Hold
800
– – 0.04% 79
2025
Q3 		$56.8K Buy
800
+200
+33% +$13K 0.04% 89
2025
Q2 		$36.5K Hold
600
– – 0.03% 99
2025
Q1 		$34.5K Buy
600
+100
+20% +$5.47K 0.03% 95
2024
Q4 		$24.7K Buy
+500
New +$23.2K 0.02% 100

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Berbice Capital Management's HSBC Position: Q3 2026 in Review

Berbice Capital Management held its HSBC (HSBC) position steady in Q3 2026 at 800 shares worth $79.4K. The position accounts for 0.04% of the portfolio, ranked #63.

Berbice Capital Management first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. 451 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Berbice Capital Management held 800 shares of HSBC worth $79.4K as of Q3 2026.
  • Berbice Capital Management left its HSBC share count unchanged in Q3 2026.
  • HSBC made up 0.04% of Berbice Capital Management's portfolio in Q3 2026, its #63 holding.
  • Berbice Capital Management first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
  • 451 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Berbice Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.