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 Q3	$1.35M	Hold	13,545	–	–	0.51%	54
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 $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Cherokee Insurance's HSBC Position: Q3 2026 in Review

Cherokee Insurance held its HSBC (HSBC) position steady in Q3 2026 at 13,545 shares worth $1.35M. The position accounts for 0.51% of the portfolio, ranked #54.

Cherokee Insurance first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since. 410 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Cherokee Insurance held 13,545 shares of HSBC worth $1.35M as of Q3 2026.
Cherokee Insurance left its HSBC share count unchanged in Q3 2026.
HSBC made up 0.51% of Cherokee Insurance's portfolio in Q3 2026, its #54 holding.
Cherokee Insurance first reported a position in HSBC in Q4 2024 and has held it in 8 quarters since.
410 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Cherokee Insurance's 13F filing for Q3 2026, filed 5 Nov 2026.