CPA
HSBC icon

Capital Performance Advisors’s HSBC HSBC Stock Holding History

Capital Performance Advisors’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 		$534K Sell
5,619
-1,844
-25% -$168K 0.03% 159
2026
Q1 		$616K Buy
7,463
+286
+4% +$24.2K 0.04% 192
2025
Q4 		$565K Buy
7,177
+419
+6% +$30K 0.04% 196
2025
Q3 		$480K Buy
6,758
+1,064
+19% +$69.2K 0.08% 141
2025
Q2 		$346K Buy
5,694
+21
+0.4% +$1.2K 0.07% 138
2025
Q1 		$326K Buy
+5,673
New +$310K 0.07% 150

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 Performance Advisors's HSBC Position: Q2 2026 in Review

Capital Performance Advisors reduced its HSBC (HSBC) stake by 25% in Q2 2026, selling an estimated $168K and leaving 5,619 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #159.

Capital Performance Advisors first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $616K in Q1 2026. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Capital Performance Advisors held 5,619 shares of HSBC worth $534K as of Q2 2026.
  • Capital Performance Advisors sold 1,844 HSBC shares in Q2 2026, an estimated $168K.
  • HSBC made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #159 holding.
  • Capital Performance Advisors first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • Capital Performance Advisors's HSBC position peaked at $616K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.