Catalyst Capital Advisors’s HSBC HSBC Stock Holding History

Catalyst Capital 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	$4.55M	Sell	47,850 -2,050	-4%	-$187K	0.08%	70
2026 Q1	$4.12M	Sell	49,900 -3,225	-6%	-$273K	0.08%	71
2025 Q4	$4.18M	Sell	53,125 -2,425	-4%	-$173K	0.09%	80
2025 Q3	$3.94M	Sell	55,550 -2,255	-4%	-$147K	0.08%	79
2025 Q2	$3.51M	Sell	57,805 -2,675	-4%	-$152K	0.07%	87
2025 Q1	$3.47M	Sell	60,480 -4,325	-7%	-$236K	0.07%	85
2024 Q4	$3.21M	Sell	64,805 -2,125	-3%	-$98.6K	0.07%	93
2024 Q3	$3.02M	Sell	66,930 -1,920	-3%	-$83.2K	0.07%	91
2024 Q2	$2.99M	Sell	68,850 -150	-0.2%	-$6.46K	0.07%	96
2024 Q1	$2.72M	Sell	69,000 -1,200	-2%	-$46.8K	0.07%	102
2023 Q4	$2.85M	Sell	70,200 -5,750	-8%	-$223K	0.08%	97
2023 Q3	$3M	Sell	75,950 -3,150	-4%	-$124K	0.08%	88
2023 Q2	$3.13M	Buy	79,100 +15,750	+25%	+$588K	0.09%	92
2023 Q1	$2.16M	Buy	+63,350	New	+$2.27M	0.07%	110
2018 Q2	–	Sell	-214,417	Closed	-$9.53M	–	521
2018 Q1	$9.53M	Sell	214,417 -4,467	-2%	-$213K	0.34%	52
2017 Q4	$10.3M	Buy	+218,884	New	+$9.9M	0.38%	51

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Catalyst Capital Advisors's HSBC Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its HSBC (HSBC) stake by 4.1% in Q2 2026, selling an estimated $187K and leaving 47,850 shares worth $4.55M. The position accounts for 0.08% of the portfolio, ranked #70.

Catalyst Capital Advisors first reported a position in HSBC in Q4 2017 and has held it in 16 quarters since. The position peaked at $10.3M in Q4 2017. 709 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Catalyst Capital Advisors held 47,850 shares of HSBC worth $4.55M as of Q2 2026.
Catalyst Capital Advisors sold 2,050 HSBC shares in Q2 2026, an estimated $187K.
HSBC made up 0.08% of Catalyst Capital Advisors's portfolio in Q2 2026, its #70 holding.
Catalyst Capital Advisors first reported a position in HSBC in Q4 2017 and has held it in 16 quarters since.
Catalyst Capital Advisors's HSBC position peaked at $10.3M in Q4 2017.
709 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.