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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
Q2 		$1.24K Buy
+13
New +$1.19K ﹤0.01% 779
2020
Q4 		– Sell
-500
Closed -$9.79K – 724
2020
Q3 		$9.79K 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

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 Trust's HSBC Position: Q2 2026 in Review

Caldwell Trust opened a new position in HSBC (HSBC) in Q2 2026: 13 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Caldwell Trust previously reported a position in HSBC as recently as Q3 2020.

Caldwell Trust first reported a position in HSBC in Q4 2019 and has held it in 5 quarters since. The position peaked at $67.4K in Q4 2019. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Caldwell Trust held 13 shares of HSBC worth $1.24K as of Q2 2026.
  • HSBC was a new Caldwell Trust position in Q2 2026.
  • HSBC made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #779 holding.
  • Caldwell Trust first reported a position in HSBC in Q4 2019 and has held it in 5 quarters since.
  • Caldwell Trust's HSBC position peaked at $67.4K in Q4 2019.
  • 711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.