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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
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 $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

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

Concurrent Investment Advisors increased its HSBC (HSBC) stake by 61% in Q1 2026, buying an estimated $399K and bringing the position to 12,429 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #866.

Concurrent Investment Advisors first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Concurrent Investment Advisors held 12,429 shares of HSBC worth $1.03M as of Q1 2026.
  • Concurrent Investment Advisors bought 4,711 HSBC shares in Q1 2026, an estimated $399K.
  • HSBC made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #866 holding.
  • Concurrent Investment Advisors first reported a position in HSBC in Q2 2025 and has held it in 4 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.