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Coldstream Capital Management’s HSBC HSBC Stock Holding History

Coldstream Capital 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
Q1 		$2.19M Sell
26,351
-1,736
-6% -$147K 0.03% 279
2025
Q4 		$2.21M Sell
28,087
-7,174
-20% -$513K 0.03% 260
2025
Q3 		$2.5M Buy
35,261
+11,809
+50% +$768K 0.03% 244
2025
Q2 		$1.43M Buy
23,452
+11,758
+101% +$669K 0.02% 340
2025
Q1 		$672K Buy
11,694
+190
+2% +$10.4K 0.01% 495
2024
Q4 		$569K Buy
11,504
+2,363
+26% +$110K 0.01% 552
2024
Q3 		$413K Buy
9,141
+619
+7% +$26.8K 0.01% 683
2024
Q2 		$371K Buy
8,522
+164
+2% +$7.06K 0.01% 679
2024
Q1 		$329K Buy
8,358
+1,081
+15% +$42.2K 0.01% 729
2023
Q4 		$295K Buy
+7,277
New +$282K 0.01% 715

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

Coldstream Capital Management's HSBC Position: Q1 2026 in Review

Coldstream Capital Management reduced its HSBC (HSBC) stake by 6.2% in Q1 2026, selling an estimated $147K and leaving 26,351 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #279.

Coldstream Capital Management first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.5M in Q3 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Coldstream Capital Management held 26,351 shares of HSBC worth $2.19M as of Q1 2026.
  • Coldstream Capital Management sold 1,736 HSBC shares in Q1 2026, an estimated $147K.
  • HSBC made up 0.03% of Coldstream Capital Management's portfolio in Q1 2026, its #279 holding.
  • Coldstream Capital Management first reported a position in HSBC in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's HSBC position peaked at $2.5M in Q3 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.