Cerity Partners
HSBC icon

Cerity Partners’s HSBC HSBC Stock Holding History

Cerity Partners’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 		$12M Sell
126,625
-3,271
-3% -$299K 0.01% 671
2026
Q1 		$10.7M Buy
129,896
+9,644
+8% +$817K 0.02% 658
2025
Q4 		$9.46M Buy
120,252
+12,212
+11% +$873K 0.01% 663
2025
Q3 		$7.67M Buy
108,040
+9,332
+9% +$607K 0.01% 692
2025
Q2 		$6M Buy
98,708
+2,940
+3% +$167K 0.01% 729
2025
Q1 		$5.5M Buy
95,768
+17,321
+22% +$947K 0.01% 703
2024
Q4 		$3.71M Sell
78,447
-13,689
-15% -$635K 0.01% 835
2024
Q3 		$4.16M Buy
92,136
+36,543
+66% +$1.58M 0.01% 778
2024
Q2 		$2.42M Sell
55,593
-33,543
-38% -$1.44M 0.01% 836
2024
Q1 		$3.51M Buy
89,136
+43,154
+94% +$1.68M 0.01% 768
2023
Q4 		$1.86M Buy
45,982
+16,866
+58% +$653K 0.01% 789
2023
Q3 		$1.15M Sell
29,116
-2,507
-8% -$98.8K 0.01% 719
2023
Q2 		$1.25M Buy
31,623
+2,243
+8% +$83.7K ﹤0.01% 854
2023
Q1 		$1M Buy
29,380
+10,112
+52% +$363K ﹤0.01% 971
2022
Q4 		$600K Sell
19,268
-3,619
-16% -$103K ﹤0.01% 861
2022
Q3 		$597K Sell
22,887
-3,949
-15% -$123K 0.01% 648
2022
Q2 		$877K Buy
+26,836
New +$870K 0.01% 583
2022
Q1 		– Sell
-11,147
Closed -$337K – 1011
2021
Q4 		$337K Buy
+11,147
New +$325K 0.01% 730
2019
Q2 		– Sell
-5,641
Closed -$226K – 527
2019
Q1 		$226K Sell
5,641
-15,376
-73% -$620K 0.02% 475
2018
Q4 		$833K Buy
21,017
+1,465
+7% +$58.7K 0.06% 249
2018
Q3 		$819K Sell
19,552
-5,090
-21% -$221K 0.06% 270
2018
Q2 		$1.09M Buy
24,642
+7,514
+44% +$345K 0.08% 229
2018
Q1 		$762K Sell
17,128
-12,101
-41% -$576K 0.06% 266
2017
Q4 		$1.38M Buy
29,229
+5,041
+21% +$228K 0.09% 197
2017
Q3 		$1.09M Buy
+24,188
New +$1.07M 0.08% 218
2017
Q2 		– Sell
-20,297
Closed -$748K – 383
2017
Q1 		$748K Buy
+20,297
New +$763K 0.06% 215

Other funds holding HSBC

Fisher Asset Management
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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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cerity Partners's HSBC Position: Q2 2026 in Review

Cerity Partners reduced its HSBC (HSBC) stake by 2.5% in Q2 2026, selling an estimated $299K and leaving 126,625 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #671.

Cerity Partners first reported a position in HSBC in Q1 2017 and has held it in 26 quarters since. 678 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Cerity Partners held 126,625 shares of HSBC worth $12M as of Q2 2026.
  • Cerity Partners sold 3,271 HSBC shares in Q2 2026, an estimated $299K.
  • HSBC made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #671 holding.
  • Cerity Partners first reported a position in HSBC in Q1 2017 and has held it in 26 quarters since.
  • 678 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.