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 Q1	$1.21M	Sell	14,700 -53,500	-78%	-$4.53M	0.01%	1605
2025 Q4	$5.37M	Buy	68,200 +30,900	+83%	+$2.21M	0.01%	1154
2025 Q3	$2.65M	Buy	37,300 +10,600	+40%	+$689K	0.01%	1634
2025 Q2	$1.62M	Buy	+26,700	New	+$1.52M	﹤0.01%	1783
2025 Q1	–	Sell	-21,600	Closed	-$1.07M	–	2150
2024 Q4	$1.07M	Buy	+21,600	New	+$1M	﹤0.01%	1736
2022 Q2	–	Sell	-25,200	Closed	-$862K	–	1517
2022 Q1	$862K	Buy	+25,200	New	+$869K	0.01%	1196
2019 Q1	–	Sell	-5,186	Closed	-$206K	–	1850
2018 Q4	$206K	Buy	+5,186	New	+$208K	﹤0.01%	1737
2018 Q2	–	Sell	-67,327	Closed	-$2.99M	–	2109
2018 Q1	$2.99M	Buy	+67,327	New	+$3.2M	0.02%	859
2017 Q4	–	Sell	-4,706	Closed	-$212K	–	1874
2017 Q3	$212K	Buy	+4,706	New	+$208K	﹤0.01%	1444
2015 Q2	–	Sell	-6,011	Closed	-$226K	–	1563
2015 Q1	$226K	Buy	+6,011	New	+$234K	﹤0.01%	1337
2014 Q1	–	Sell	-26,229	Closed	-$1.25M	–	1817
2013 Q4	$1.25M	Sell	26,229 -33,888	-56%	-$1.6M	0.02%	881
2013 Q3	$2.81M	Buy	+60,117	New	+$2.85M	0.04%	522

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Fund Management (CFM)'s HSBC Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its HSBC (HSBC) stake by 18% in Q1 2026, selling an estimated $4.11M and leaving 216,957 shares worth $17.9M. The position accounts for 0.08% of the portfolio, ranked #344.

Capital Fund Management (CFM) first reported a position in HSBC in Q3 2013 and has held it in 22 quarters since. The position peaked at $23.4M in Q3 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Capital Fund Management (CFM) held 216,957 shares of HSBC worth $17.9M as of Q1 2026.
Capital Fund Management (CFM) sold 48,506 HSBC shares in Q1 2026, an estimated $4.11M.
HSBC made up 0.08% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #344 holding.
Capital Fund Management (CFM) first reported a position in HSBC in Q3 2013 and has held it in 22 quarters since.
Capital Fund Management (CFM)'s HSBC position peaked at $23.4M in Q3 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.