Capital Fund Management (CFM)
HSBC icon

Capital Fund Management (CFM)’s HSBC HSBC Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-216,957
Closed -$19.8M – 2228
2026
Q1 		$17.9M Sell
216,957
-48,506
-18% -$4.11M 0.08% 344
2025
Q4 		$20.9M Sell
265,463
-64,072
-19% -$4.58M 0.06% 472
2025
Q3 		$23.4M Buy
329,535
+30,753
+10% +$2M 0.06% 450
2025
Q2 		$18.2M Buy
298,782
+243,637
+442% +$13.9M 0.05% 498
2025
Q1 		$3.17M Sell
55,145
-6,713
-11% -$367K 0.01% 1222
2024
Q4 		$3.06M Buy
61,858
+5,067
+9% +$235K 0.01% 1321
2024
Q3 		$2.57M Buy
+56,791
New +$2.46M 0.01% 1317
2023
Q1 		– Sell
-31,302
Closed -$975K – 1642
2022
Q4 		$975K Buy
+31,302
New +$888K 0.01% 1136
2020
Q4 		– Sell
-111,950
Closed -$2.19M – 1400
2020
Q3 		$2.19M Buy
111,950
+12,345
+12% +$271K 0.03% 612
2020
Q2 		$2.32M Buy
99,605
+62,594
+169% +$1.55M 0.04% 456
2020
Q1 		$1.04M Buy
+37,011
New +$1.29M 0.02% 774
2018
Q4 		– Sell
-134,578
Closed -$5.39M – 2005
2018
Q3 		$5.64M Buy
134,578
+108,144
+409% +$4.69M 0.03% 704
2018
Q2 		$1.17M Buy
26,434
+5,594
+27% +$257K 0.01% 1273
2018
Q1 		$927K Buy
+20,840
New +$992K 0.01% 1263
2017
Q4 		– Sell
-49,721
Closed -$2.25M – 1875
2017
Q3 		$2.25M Buy
49,721
+39,240
+374% +$1.74M 0.02% 739
2017
Q2 		$444K Sell
10,481
-14,657
-58% -$569K ﹤0.01% 1152
2017
Q1 		$927K Buy
+25,138
New +$944K 0.01% 942
2016
Q3 		– Sell
-35,605
Closed -$993K – 1667
2016
Q2 		$993K Buy
35,605
+1,272
+4% +$36K 0.01% 956
2016
Q1 		$952K Buy
34,333
+23,446
+215% +$693K 0.01% 913
2015
Q4 		$383K Buy
+10,887
New +$384K ﹤0.01% 1212
2014
Q3 		– Sell
-6,316
Closed -$276K – 1639
2014
Q2 		$276K Buy
+6,316
New +$281K ﹤0.01% 1460
2013
Q4 		– Sell
-9,714
Closed -$460K – 1723
2013
Q3 		$454K Buy
+9,714
New +$461K 0.01% 1194

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

Capital Fund Management (CFM)'s HSBC Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of HSBC (HSBC) in Q2 2026, closing a stake of 216,957 shares — an estimated $19.8M sold.

Capital Fund Management (CFM) first reported a position in HSBC in Q3 2013 and held it in 22 quarters. The position peaked at $23.4M in Q3 2025. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 216,957 HSBC shares in Q2 2026, an estimated $19.8M.
  • Capital Fund Management (CFM) first reported a position in HSBC in Q3 2013 and held it in 22 quarters.
  • Capital Fund Management (CFM)'s HSBC position peaked at $23.4M in Q3 2025.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.