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Caldwell Sutter Capital’s HSBC HSBC Stock Holding History

Caldwell Sutter Capital’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 		$6.56K Hold
69
– – ﹤0.01% 655
2026
Q1 		$5.69K Hold
69
– – ﹤0.01% 627
2025
Q4 		$5.43K Hold
69
– – ﹤0.01% 622
2025
Q3 		$4.9K Hold
69
– – ﹤0.01% 634
2025
Q2 		$4.2K Hold
69
– – ﹤0.01% 633
2025
Q1 		$3.96K Sell
69
-18
-21% -$984 ﹤0.01% 653
2024
Q4 		$4.3K Hold
87
– – ﹤0.01% 655
2024
Q3 		$3.93K Hold
87
– – ﹤0.01% 671
2024
Q2 		$3.79K Hold
87
– – ﹤0.01% 670
2024
Q1 		$3.42K Hold
87
– – ﹤0.01% 678
2023
Q4 		$3.53K Hold
87
– – ﹤0.01% 673
2023
Q3 		$3.43K Hold
87
– – ﹤0.01% 650
2023
Q2 		$3.45K Buy
+87
New +$3.25K ﹤0.01% 660

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

Caldwell Sutter Capital's HSBC Position: Q2 2026 in Review

Caldwell Sutter Capital held its HSBC (HSBC) position steady in Q2 2026 at 69 shares worth $6.56K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Caldwell Sutter Capital first reported a position in HSBC in Q2 2023 and has held it in 13 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Caldwell Sutter Capital held 69 shares of HSBC worth $6.56K as of Q2 2026.
  • Caldwell Sutter Capital left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #655 holding.
  • Caldwell Sutter Capital first reported a position in HSBC in Q2 2023 and has held it in 13 quarters since.
  • 711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.