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Blue Trust Inc’s HSBC HSBC Stock Holding History

Blue Trust Inc’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 		$125K Buy
1,315
+19
+1% +$1.73K ﹤0.01% 938
2026
Q1 		$107K Sell
1,296
-395
-23% -$33.5K ﹤0.01% 996
2025
Q4 		$133K Sell
1,691
-449
-21% -$32.1K ﹤0.01% 938
2025
Q3 		$152K Sell
2,140
-121
-5% -$7.87K ﹤0.01% 905
2025
Q2 		$137K Sell
2,261
-445
-16% -$25.3K ﹤0.01% 914
2025
Q1 		$155K Buy
2,706
+192
+8% +$10.5K ﹤0.01% 805
2024
Q4 		$124K Sell
2,514
-15,904
-86% -$738K ﹤0.01% 850
2024
Q3 		$801K Buy
18,418
+10,074
+121% +$437K 0.01% 322
2024
Q2 		$328K Buy
8,344
+7,761
+1,331% +$334K ﹤0.01% 523
2024
Q1 		$22.9K Sell
583
-3,516
-86% -$137K ﹤0.01% 1177
2023
Q4 		$161K Buy
4,099
+1,297
+46% +$50.2K ﹤0.01% 516
2023
Q3 		$111K Buy
2,802
+538
+24% +$21.2K ﹤0.01% 592
2023
Q2 		$77K Sell
2,264
-1,515
-40% -$56.5K ﹤0.01% 565
2023
Q1 		$118K Sell
3,779
-24
-0.6% -$861 ﹤0.01% 720
2022
Q4 		$99K Buy
3,803
+2,560
+206% +$72.7K ﹤0.01% 672
2022
Q3 		$41K Buy
1,243
+705
+131% +$21.9K ﹤0.01% 828
2022
Q2 		$18K Buy
+538
New +$17.5K ﹤0.01% 988

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

Blue Trust Inc's HSBC Position: Q2 2026 in Review

Blue Trust Inc increased its HSBC (HSBC) stake by 1.5% in Q2 2026, buying an estimated $1.73K and bringing the position to 1,315 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Blue Trust Inc first reported a position in HSBC in Q2 2022 and has held it in 17 quarters since. The position peaked at $801K in Q3 2024. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Blue Trust Inc held 1,315 shares of HSBC worth $125K as of Q2 2026.
  • Blue Trust Inc bought 19 HSBC shares in Q2 2026, an estimated $1.73K.
  • HSBC made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #938 holding.
  • Blue Trust Inc first reported a position in HSBC in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's HSBC position peaked at $801K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.