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Callan Family Office’s HSBC HSBC Stock Holding History

Callan Family Office’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 		$7.8M Buy
82,060
+2,492
+3% +$227K 0.15% 135
2026
Q1 		$6.56M Buy
79,568
+1,110
+1% +$94K 0.15% 149
2025
Q4 		$6.17M Buy
78,458
+22,121
+39% +$1.58M 0.13% 163
2025
Q3 		$4M Sell
56,337
-12,775
-18% -$831K 0.13% 170
2025
Q2 		$4.2M Buy
69,112
+50,235
+266% +$2.86M 0.13% 171
2025
Q1 		$1.08M Sell
18,877
-6,228
-25% -$341K 0.08% 206
2024
Q4 		$1.24M Buy
+25,105
New +$1.16M 0.08% 213

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

Callan Family Office's HSBC Position: Q2 2026 in Review

Callan Family Office increased its HSBC (HSBC) stake by 3.1% in Q2 2026, buying an estimated $227K and bringing the position to 82,060 shares worth $7.8M. The position accounts for 0.15% of the portfolio, ranked #135.

Callan Family Office first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Callan Family Office held 82,060 shares of HSBC worth $7.8M as of Q2 2026.
  • Callan Family Office bought 2,492 HSBC shares in Q2 2026, an estimated $227K.
  • HSBC made up 0.15% of Callan Family Office's portfolio in Q2 2026, its #135 holding.
  • Callan Family Office first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.