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 		$1.51M Sell
15,900
-35,200
-69% -$3.21M 0.01% 1558
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
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.