Caitlin John’s HSBC HSBC Stock Holding History

Caitlin John’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	$1.52K	Hold	16	–	–	﹤0.01%	815
2026 Q1	$1.32K	Hold	16	–	–	﹤0.01%	766
2025 Q4	$1.26K	Hold	16	–	–	﹤0.01%	769
2025 Q3	$1.14K	Buy	+16	New	+$1.04K	﹤0.01%	753

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

Caitlin John's HSBC Position: Q2 2026 in Review

Caitlin John held its HSBC (HSBC) position steady in Q2 2026 at 16 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Caitlin John first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Caitlin John held 16 shares of HSBC worth $1.52K as of Q2 2026.
Caitlin John left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #815 holding.
Caitlin John first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.