Burk Holdings’s HSBC HSBC Stock Holding History

Burk Holdings’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	$8.37K	Hold	88	–	–	﹤0.01%	289
2026 Q1	$7.26K	Buy	+88	New	+$7.45K	﹤0.01%	303

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 $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Burk Holdings's HSBC Position: Q2 2026 in Review

Burk Holdings held its HSBC (HSBC) position steady in Q2 2026 at 88 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Burk Holdings first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Burk Holdings held 88 shares of HSBC worth $8.37K as of Q2 2026.
Burk Holdings left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #289 holding.
Burk Holdings first reported a position in HSBC in Q1 2026 and has held it in 2 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.