Claret Asset Management’s HSBC HSBC Stock Holding History

Claret Asset Management’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	$221K	Buy	+2,324	New	+$212K	0.02%	461
2020 Q2	–	Sell	-11,307	Closed	-$317K	–	169
2020 Q1	$317K	Sell	11,307 -589	-5%	-$20.5K	0.09%	114
2019 Q4	$465K	Sell	11,896 -587	-5%	-$22.3K	0.09%	117
2019 Q3	$478K	Sell	12,483 -214	-2%	-$8.29K	0.1%	109
2019 Q2	$530K	Sell	12,697 -671	-5%	-$28.1K	0.11%	101
2019 Q1	$536K	Sell	13,368 -1,417	-10%	-$57.1K	0.11%	103
2018 Q4	$586K	Sell	14,785 -534	-3%	-$21.4K	0.13%	98
2018 Q3	$642K	Sell	15,319 -427	-3%	-$18.5K	0.12%	96
2018 Q2	$699K	Sell	15,746 -421	-3%	-$19.3K	0.14%	94
2018 Q1	$719K	Sell	16,167 -786	-5%	-$37.4K	0.16%	92
2017 Q4	$800K	Buy	+16,953	New	+$766K	0.17%	92

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

Claret Asset Management's HSBC Position: Q2 2026 in Review

Claret Asset Management opened a new position in HSBC (HSBC) in Q2 2026: 2,324 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #461 among its holdings. This is a return to the name: Claret Asset Management previously reported a position in HSBC as recently as Q1 2020.

Claret Asset Management first reported a position in HSBC in Q4 2017 and has held it in 11 quarters since. The position peaked at $800K in Q4 2017. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Claret Asset Management held 2,324 shares of HSBC worth $221K as of Q2 2026.
HSBC was a new Claret Asset Management position in Q2 2026.
HSBC made up 0.02% of Claret Asset Management's portfolio in Q2 2026, its #461 holding.
Claret Asset Management first reported a position in HSBC in Q4 2017 and has held it in 11 quarters since.
Claret Asset Management's HSBC position peaked at $800K in Q4 2017.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Claret Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.