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 Q3	$8.74K	Hold	88	–	–	﹤0.01%	328
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 $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Burk Holdings's HSBC Position: Q3 2026 in Review

Burk Holdings held its HSBC (HSBC) position steady in Q3 2026 at 88 shares worth $8.74K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Burk Holdings first reported a position in HSBC in Q1 2026 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Burk Holdings held 88 shares of HSBC worth $8.74K as of Q3 2026.
Burk Holdings left its HSBC share count unchanged in Q3 2026.
HSBC made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #328 holding.
Burk Holdings first reported a position in HSBC in Q1 2026 and has held it in 3 quarters since.
477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.