CFA
HSBC icon

Collaborative Fund Advisors’s HSBC HSBC Stock Holding History

Collaborative Fund 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 		$437K Buy
+4,598
New +$420K 0.25% 116

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

Collaborative Fund Advisors's HSBC Position: Q2 2026 in Review

Collaborative Fund Advisors opened a new position in HSBC (HSBC) in Q2 2026: 4,598 shares worth $437K. The stake represents 0.25% of the portfolio and ranks #116 among its holdings.

703 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Collaborative Fund Advisors held 4,598 shares of HSBC worth $437K as of Q2 2026.
  • HSBC was a new Collaborative Fund Advisors position in Q2 2026.
  • HSBC made up 0.25% of Collaborative Fund Advisors's portfolio in Q2 2026, its #116 holding.
  • 703 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.