Caldwell Trust
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Caldwell Trust’s HSBC HSBC Stock Holding History

Caldwell Trust’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 		– Sell
-13
Closed -$1.24K – 822
2026
Q2 		$1.24K Buy
+13
New +$1.19K ﹤0.01% 779
2020
Q4 		– Sell
-500
Closed -$9.8K – 724
2020
Q3 		$9.8K Hold
500
– – ﹤0.01% 617
2020
Q2 		$11.7K Sell
500
-1,225
-71% -$30.4K ﹤0.01% 616
2020
Q1 		$48.3K Hold
1,725
– – 0.01% 417
2019
Q4 		$67.4K Buy
+1,725
New +$65.4K 0.01% 414

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O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Cookson Peirce & Co
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Caldwell Trust's HSBC Position: Q3 2026 in Review

Caldwell Trust sold out of HSBC (HSBC) in Q3 2026, closing a stake of 13 shares — an estimated $1.24K sold.

Caldwell Trust first reported a position in HSBC in Q4 2019 and held it in 5 quarters. The position peaked at $67.4K in Q4 2019. 554 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Caldwell Trust reported no remaining HSBC position as of Q3 2026 after selling out during the quarter.
  • Caldwell Trust sold 13 HSBC shares in Q3 2026, an estimated $1.24K.
  • Caldwell Trust first reported a position in HSBC in Q4 2019 and held it in 5 quarters.
  • Caldwell Trust's HSBC position peaked at $67.4K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.