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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
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 $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

Choate Investment Advisors's HSBC Position: Q1 2026 in Review

Choate Investment Advisors increased its HSBC (HSBC) stake by 1.7% in Q1 2026, buying an estimated $7.79K and bringing the position to 5,580 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #308.

Choate Investment Advisors first reported a position in HSBC in Q2 2014 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Choate Investment Advisors held 5,580 shares of HSBC worth $460K as of Q1 2026.
  • Choate Investment Advisors bought 92 HSBC shares in Q1 2026, an estimated $7.79K.
  • HSBC made up 0.01% of Choate Investment Advisors's portfolio in Q1 2026, its #308 holding.
  • Choate Investment Advisors first reported a position in HSBC in Q2 2014 and has held it in 7 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.