Capital Analysts LLC’s HSBC HSBC Stock Holding History

Capital Analysts LLC’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	$30K	Hold	318	–	–	﹤0.01%	1083
2026 Q1	$26K	Sell	318 -183	-37%	-$15.5K	﹤0.01%	1072
2025 Q4	$40K	Hold	501	–	–	﹤0.01%	959
2025 Q3	$36K	Hold	501	–	–	﹤0.01%	948
2025 Q2	$30K	Sell	501 -85	-15%	-$4.84K	﹤0.01%	917
2025 Q1	$34K	Hold	586	–	–	﹤0.01%	869
2024 Q4	$29K	Hold	586	–	–	﹤0.01%	860
2024 Q3	$26K	Buy	+586	New	+$25.4K	﹤0.01%	849
2023 Q4	–	Sell	-24	Closed	-$1K	–	1156
2023 Q3	$1K	Buy	+24	New	+$946	﹤0.01%	1106
2015 Q1	–	Sell	-20,234	Closed	-$823K	–	395
2014 Q4	$823K	Buy	20,234 +1,800	+10%	+$76.8K	0.18%	105
2014 Q3	$808K	Buy	18,434 +442	+2%	+$20.1K	0.19%	105
2014 Q2	$788K	Buy	17,992 +276	+2%	+$12.3K	0.19%	105
2014 Q1	$776K	Buy	+17,716	New	+$804K	0.2%	102

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

Capital Analysts LLC's HSBC Position: Q2 2026 in Review

Capital Analysts LLC held its HSBC (HSBC) position steady in Q2 2026 at 318 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Capital Analysts LLC first reported a position in HSBC in Q1 2014 and has held it in 13 quarters since. The position peaked at $823K in Q4 2014. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Capital Analysts LLC held 318 shares of HSBC worth $30K as of Q2 2026.
Capital Analysts LLC left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1083 holding.
Capital Analysts LLC first reported a position in HSBC in Q1 2014 and has held it in 13 quarters since.
Capital Analysts LLC's HSBC position peaked at $823K in Q4 2014.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.