Cape Investment Advisory’s HSBC HSBC Stock Holding History

Cape Investment Advisory’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	$55.7K	Buy	+586	New	+$53.5K	0.01%	472
2026 Q1	–	Sell	-469	Closed	-$36.9K	–	630
2025 Q4	$36.9K	Buy	469 +105	+29%	+$7.51K	0.01%	488
2025 Q3	$25.8K	Buy	364 +41	+13%	+$2.67K	0.03%	292
2025 Q2	$19.6K	Buy	323 +87	+37%	+$4.95K	0.01%	510
2025 Q1	$13.6K	Sell	236 -67	-22%	-$3.66K	0.01%	547
2024 Q4	$15K	Hold	303	–	–	0.01%	520
2024 Q3	$13.7K	Hold	303	–	–	0.01%	515
2024 Q2	$13.2K	Hold	303	–	–	0.01%	482
2024 Q1	$11.9K	Buy	303 +92	+44%	+$3.59K	0.01%	519
2023 Q4	$8.55K	Hold	211	–	–	﹤0.01%	699
2023 Q3	$8.33K	Hold	211	–	–	﹤0.01%	590
2023 Q2	$8.36K	Buy	211 +52	+33%	+$1.94K	﹤0.01%	583
2023 Q1	$5.43K	Buy	+159	New	+$5.71K	﹤0.01%	649

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cape Investment Advisory's HSBC Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in HSBC (HSBC) in Q2 2026: 586 shares worth $55.7K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HSBC as recently as Q4 2025.

Cape Investment Advisory first reported a position in HSBC in Q1 2023 and has held it in 13 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Cape Investment Advisory held 586 shares of HSBC worth $55.7K as of Q2 2026.
HSBC was a new Cape Investment Advisory position in Q2 2026.
HSBC made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #472 holding.
Cape Investment Advisory first reported a position in HSBC in Q1 2023 and has held it in 13 quarters since.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.