Cherokee Insurance’s HSBC HSBC Stock Holding History

Cherokee Insurance’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	$1.29M	Hold	13,545	–	–	0.5%	54
2026 Q1	$1.12M	Hold	13,545	–	–	0.42%	60
2025 Q4	$1.07M	Hold	13,545	–	–	0.43%	60
2025 Q3	$961K	Hold	13,545	–	–	0.41%	56
2025 Q2	$823K	Hold	13,545	–	–	0.36%	63
2025 Q1	$778K	Hold	13,545	–	–	0.34%	61
2024 Q4	$670K	Buy	+13,545	New	+$628K	0.3%	66

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

Cherokee Insurance's HSBC Position: Q2 2026 in Review

Cherokee Insurance held its HSBC (HSBC) position steady in Q2 2026 at 13,545 shares worth $1.29M. The position accounts for 0.5% of the portfolio, ranked #54.

Cherokee Insurance first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Cherokee Insurance held 13,545 shares of HSBC worth $1.29M as of Q2 2026.
Cherokee Insurance left its HSBC share count unchanged in Q2 2026.
HSBC made up 0.5% of Cherokee Insurance's portfolio in Q2 2026, its #54 holding.
Cherokee Insurance first reported a position in HSBC in Q4 2024 and has held it in 7 quarters since.
711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.