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Certuity’s HSBC HSBC Stock Holding History

Certuity’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 		$365K Sell
4,421
-75
-2% -$6.35K 0.02% 384
2025
Q4 		$354K Buy
4,496
+39
+0.9% +$2.79K 0.02% 363
2025
Q3 		$316K Sell
4,457
-423
-9% -$27.5K 0.02% 374
2025
Q2 		$297K Sell
4,880
-48
-1% -$2.73K 0.03% 298
2025
Q1 		$283K Buy
4,928
+175
+4% +$9.57K 0.03% 287
2024
Q4 		$235K Buy
+4,753
New +$220K 0.03% 317

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

Certuity's HSBC Position: Q1 2026 in Review

Certuity reduced its HSBC (HSBC) stake by 1.7% in Q1 2026, selling an estimated $6.35K and leaving 4,421 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #384.

Certuity first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Certuity held 4,421 shares of HSBC worth $365K as of Q1 2026.
  • Certuity sold 75 HSBC shares in Q1 2026, an estimated $6.35K.
  • HSBC made up 0.02% of Certuity's portfolio in Q1 2026, its #384 holding.
  • Certuity first reported a position in HSBC in Q4 2024 and has held it in 6 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.