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Concurrent Investment Advisors’s HSBC HSBC Stock Holding History

Concurrent 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 		$1.13M Sell
11,859
-570
-5% -$52K 0.01% 946
2026
Q1 		$1.03M Buy
12,429
+4,711
+61% +$399K 0.01% 866
2025
Q4 		$607K Buy
7,718
+2,524
+49% +$180K 0.01% 1063
2025
Q3 		$369K Buy
5,194
+424
+9% +$27.6K 0.01% 1057
2025
Q2 		$290K Buy
+4,770
New +$272K 0.01% 1079

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

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

Concurrent Investment Advisors reduced its HSBC (HSBC) stake by 4.6% in Q2 2026, selling an estimated $52K and leaving 11,859 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #946.

Concurrent Investment Advisors first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Concurrent Investment Advisors held 11,859 shares of HSBC worth $1.13M as of Q2 2026.
  • Concurrent Investment Advisors sold 570 HSBC shares in Q2 2026, an estimated $52K.
  • HSBC made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #946 holding.
  • Concurrent Investment Advisors first reported a position in HSBC in Q2 2025 and has held it in 5 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.