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	$4.22M	Sell	51,100 -122,200	-71%	-$10.3M	0.02%	978
2025 Q4	$13.6M	Buy	173,300 +24,700	+17%	+$1.77M	0.04%	670
2025 Q3	$10.5M	Buy	148,600 +60,300	+68%	+$3.92M	0.03%	794
2025 Q2	$5.37M	Buy	88,300 +64,100	+265%	+$3.65M	0.01%	1097
2025 Q1	$1.39M	Buy	24,200 +11,900	+97%	+$651K	﹤0.01%	1550
2024 Q4	$608K	Buy	+12,300	New	+$571K	﹤0.01%	1872
2022 Q2	–	Sell	-20,200	Closed	-$691K	–	1518
2022 Q1	$691K	Buy	+20,200	New	+$697K	0.01%	1245
2019 Q1	–	Sell	-10,061	Closed	-$399K	–	1851
2018 Q4	$399K	Buy	+10,061	New	+$403K	﹤0.01%	1481
2018 Q3	–	Sell	-18,362	Closed	-$816K	–	2089
2018 Q2	$816K	Sell	18,362 -81,235	-82%	-$3.73M	﹤0.01%	1409
2018 Q1	$4.43M	Buy	+99,597	New	+$4.74M	0.03%	734
2015 Q2	–	Sell	-10,321	Closed	-$388K	–	1564
2015 Q1	$388K	Buy	+10,321	New	+$402K	0.01%	1137
2014 Q1	–	Sell	-34,933	Closed	-$1.66M	–	1818
2013 Q4	$1.66M	Sell	34,933 -36,442	-51%	-$1.73M	0.02%	771
2013 Q3	$3.34M	Buy	+71,375	New	+$3.39M	0.05%	476

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.