Caldwell Sutter Capital
HSBC icon

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
Q3 		$6.85K Hold
69
– – ﹤0.01% 666
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 		$3.78K 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

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Fidelity Investments
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Sanders Capital
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Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Caldwell Sutter Capital's HSBC Position: Q3 2026 in Review

Caldwell Sutter Capital held its HSBC (HSBC) position steady in Q3 2026 at 69 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Caldwell Sutter Capital first reported a position in HSBC in Q2 2023 and has held it in 14 quarters since. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Caldwell Sutter Capital held 69 shares of HSBC worth $6.85K as of Q3 2026.
  • Caldwell Sutter Capital left its HSBC share count unchanged in Q3 2026.
  • HSBC made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #666 holding.
  • Caldwell Sutter Capital first reported a position in HSBC in Q2 2023 and has held it in 14 quarters since.
  • 477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.