CIA
HSBC icon

Choate Investment Advisors’s HSBC HSBC Stock Holding History

Choate Investment 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 		$531K Hold
5,580
– – 0.01% 316
2026
Q1 		$460K Buy
5,580
+92
+2% +$7.79K 0.01% 308
2025
Q4 		$432K Sell
5,488
-646
-11% -$46.2K 0.01% 325
2025
Q3 		$435K Hold
6,134
– – 0.01% 302
2025
Q2 		$373K Sell
6,134
-40
-0.6% -$2.28K 0.01% 305
2025
Q1 		$355K Buy
6,174
+243
+4% +$13.3K 0.01% 305
2024
Q4 		$293K Buy
+5,931
New +$275K 0.01% 333
2014
Q3 		– Sell
-1,318
Closed -$25.7K – 279
2014
Q2 		$25.7K Buy
+1,318
New +$58.7K ﹤0.01% 281

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Choate Investment Advisors's HSBC Position: Q2 2026 in Review

Choate Investment Advisors held its HSBC (HSBC) position steady in Q2 2026 at 5,580 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #316.

Choate Investment Advisors first reported a position in HSBC in Q2 2014 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Choate Investment Advisors held 5,580 shares of HSBC worth $531K as of Q2 2026.
  • Choate Investment Advisors left its HSBC share count unchanged in Q2 2026.
  • HSBC made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #316 holding.
  • Choate Investment Advisors first reported a position in HSBC in Q2 2014 and has held it in 8 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.