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Callan Capital’s HSBC HSBC Stock Holding History

Callan 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
2025
Q1 		$645K Buy
11,233
+2,220
+25% +$121K 0.05% 168
2024
Q4 		$446K Buy
9,013
+1,355
+18% +$62.9K 0.03% 197
2024
Q3 		$346K Buy
7,658
+2,025
+36% +$87.8K 0.02% 241
2024
Q2 		$245K Buy
+5,633
New +$242K 0.02% 263

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $306M AUM 23.06% 1-Year Est. Return

Callan Capital's HSBC Position: Q1 2025 in Review

Callan Capital increased its HSBC (HSBC) stake by 25% in Q1 2025, buying an estimated $121K and bringing the position to 11,233 shares worth $645K. The position accounts for 0.05% of the portfolio, ranked #168.

Callan Capital first reported a position in HSBC in Q2 2024 and has held it in 4 quarters since. 507 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Callan Capital held 11,233 shares of HSBC worth $645K as of Q1 2025.
  • Callan Capital bought 2,220 HSBC shares in Q1 2025, an estimated $121K.
  • HSBC made up 0.05% of Callan Capital's portfolio in Q1 2025, its #168 holding.
  • Callan Capital first reported a position in HSBC in Q2 2024 and has held it in 4 quarters since.
  • 507 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.