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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
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 $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

Berbice Capital Management's HSBC Position: Q2 2026 in Review

Berbice Capital Management held its HSBC (HSBC) position steady in Q2 2026 at 800 shares worth $76.1K. The position accounts for 0.04% of the portfolio, ranked #62.

Berbice Capital Management first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Berbice Capital Management held 800 shares of HSBC worth $76.1K as of Q2 2026.
  • Berbice Capital Management left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.04% of Berbice Capital Management's portfolio in Q2 2026, its #62 holding.
  • Berbice Capital Management first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.