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Brinker Capital Investments’s HSBC HSBC Stock Holding History

Brinker Capital Investments’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 		$8.33M Sell
87,615
-15,304
-15% -$1.4M 0.06% 267
2026
Q1 		$8.49M Buy
102,919
+3,991
+4% +$338K 0.07% 236
2025
Q4 		$7.78M Buy
98,928
+20,990
+27% +$1.5M 0.06% 301
2025
Q3 		$5.53M Buy
77,938
+28,701
+58% +$1.87M 0.04% 394
2025
Q2 		$2.99M Buy
49,237
+4,043
+9% +$230K 0.03% 586
2025
Q1 		$2.6M Buy
45,194
+3,261
+8% +$178K 0.03% 588
2024
Q4 		$2.07M Buy
41,933
+7,908
+23% +$367K 0.02% 678
2024
Q3 		$1.54M Sell
34,025
-3,162
-9% -$137K 0.02% 824
2024
Q2 		$1.62M Buy
37,187
+3,103
+9% +$134K 0.02% 753
2024
Q1 		$1.34M Sell
34,084
-62,874
-65% -$2.45M 0.01% 854
2023
Q4 		$4.02M Sell
96,958
-13,600
-12% -$526K 0.05% 356
2023
Q3 		$4.36M Buy
110,558
+2,128
+2% +$83.9K 0.05% 332
2023
Q2 		$4.3M Sell
108,430
-1,546
-1% -$57.7K 0.05% 364
2023
Q1 		$3.75M Buy
109,976
+38,982
+55% +$1.4M 0.05% 342
2022
Q4 		$2.21M Buy
70,994
+56,597
+393% +$1.61M 0.04% 436
2022
Q3 		$375K Buy
14,397
+87
+0.6% +$2.7K 0.01% 1037
2022
Q2 		$468K Buy
14,310
+3,886
+37% +$126K 0.01% 1005
2022
Q1 		$357K Buy
10,424
+388
+4% +$13.4K 0.01% 1160
2021
Q4 		$303K Buy
10,036
+490
+5% +$14.3K ﹤0.01% 1251
2021
Q3 		$275K Hold
9,546
– – ﹤0.01% 1172
2021
Q2 		$275K Buy
+9,546
New +$291K ﹤0.01% 1224
2020
Q1 		– Sell
-422
Closed -$16K – 495
2019
Q4 		$16K Hold
422
– – ﹤0.01% 525
2019
Q3 		$16K Sell
422
-279
-40% -$10.8K ﹤0.01% 534
2019
Q2 		$29K Buy
701
+460
+191% +$19.3K ﹤0.01% 653
2019
Q1 		$10K Buy
+241
New +$9.71K ﹤0.01% 641

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

Brinker Capital Investments's HSBC Position: Q2 2026 in Review

Brinker Capital Investments reduced its HSBC (HSBC) stake by 15% in Q2 2026, selling an estimated $1.4M and leaving 87,615 shares worth $8.33M. The position accounts for 0.06% of the portfolio, ranked #267.

Brinker Capital Investments first reported a position in HSBC in Q1 2019 and has held it in 25 quarters since. The position peaked at $8.49M in Q1 2026. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Brinker Capital Investments held 87,615 shares of HSBC worth $8.33M as of Q2 2026.
  • Brinker Capital Investments sold 15,304 HSBC shares in Q2 2026, an estimated $1.4M.
  • HSBC made up 0.06% of Brinker Capital Investments's portfolio in Q2 2026, its #267 holding.
  • Brinker Capital Investments first reported a position in HSBC in Q1 2019 and has held it in 25 quarters since.
  • Brinker Capital Investments's HSBC position peaked at $8.49M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.