CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s HSBC HSBC Stock Holding History

CAPTRUST Financial 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
Q1 		$15.5M Buy
187,427
+163,857
+695% +$13.9M 0.03% 427
2025
Q4 		$1.85M Sell
23,570
-2,094
-8% -$150K ﹤0.01% 1135
2025
Q3 		$1.82M Buy
25,664
+2,105
+9% +$137K ﹤0.01% 1073
2025
Q2 		$1.43M Buy
23,559
+232
+1% +$13.2K ﹤0.01% 1144
2025
Q1 		$1.34M Buy
23,327
+14,828
+174% +$811K ﹤0.01% 1120
2024
Q4 		$420K Sell
8,499
-14,959
-64% -$694K ﹤0.01% 1698
2024
Q3 		$1.06M Sell
23,458
-17,589
-43% -$762K ﹤0.01% 1153
2024
Q2 		$1.79M Buy
41,047
+6,724
+20% +$289K 0.01% 871
2024
Q1 		$1.35M Sell
34,323
-24,413
-42% -$953K 0.01% 972
2023
Q4 		$2.38M Sell
58,736
-3,066
-5% -$119K 0.01% 837
2023
Q3 		$2.44M Buy
61,802
+26,122
+73% +$1.03M 0.01% 786
2023
Q2 		$1.41M Buy
35,680
+1,599
+5% +$59.7K 0.01% 993
2023
Q1 		$1.16M Buy
34,081
+4,098
+14% +$147K 0.01% 958
2022
Q4 		$934K Buy
+29,983
New +$851K ﹤0.01% 1011
2022
Q3 		– Sell
-5,906
Closed -$193K – 2956
2022
Q2 		$193K Buy
5,906
+1,717
+41% +$55.7K ﹤0.01% 1715
2022
Q1 		$146K Buy
4,189
+1,206
+40% +$41.6K ﹤0.01% 1965
2021
Q4 		$90K Buy
2,983
+173
+6% +$5.05K ﹤0.01% 2237
2021
Q3 		$74K Buy
2,810
+526
+23% +$14.3K ﹤0.01% 2306
2021
Q2 		$66K Sell
2,284
-25
-1% -$763 ﹤0.01% 2327
2021
Q1 		$69K Buy
2,309
+440
+24% +$12.6K ﹤0.01% 2211
2020
Q4 		$48K Sell
1,869
-549
-23% -$13K ﹤0.01% 1844
2020
Q3 		$47K Buy
2,418
+588
+32% +$12.9K ﹤0.01% 1654
2020
Q2 		$42K Sell
1,830
-3,890
-68% -$96.6K ﹤0.01% 1684
2020
Q1 		$144K Sell
5,720
-12,166
-68% -$423K ﹤0.01% 981
2019
Q4 		$704K Buy
+17,886
New +$678K 0.01% 588

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CAPTRUST Financial Advisors's HSBC Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its HSBC (HSBC) stake by 695% in Q1 2026, buying an estimated $13.9M and bringing the position to 187,427 shares worth $15.5M. The position accounts for 0.03% of the portfolio, ranked #427.

CAPTRUST Financial Advisors first reported a position in HSBC in Q4 2019 and has held it in 25 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • CAPTRUST Financial Advisors held 187,427 shares of HSBC worth $15.5M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 163,857 HSBC shares in Q1 2026, an estimated $13.9M.
  • HSBC made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #427 holding.
  • CAPTRUST Financial Advisors first reported a position in HSBC in Q4 2019 and has held it in 25 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.