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Corient IA’s HSBC HSBC Stock Holding History

Corient IA’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 		$188K Sell
1,980
-3,980
-67% -$363K 0.17% 174
2026
Q1 		$492K Hold
5,960
– – 0.46% 55
2025
Q4 		$469K Sell
5,960
-4,040
-40% -$289K 0.44% 77
2025
Q3 		$710K Hold
10,000
– – 0.53% 50
2025
Q2 		$608K Hold
10,000
– – 0.36% 89
2025
Q1 		$574K Buy
+10,000
New +$547K 0.41% 80

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

Corient IA's HSBC Position: Q2 2026 in Review

Corient IA reduced its HSBC (HSBC) stake by 67% in Q2 2026, selling an estimated $363K and leaving 1,980 shares worth $188K. The position accounts for 0.17% of the portfolio, ranked #174.

Corient IA first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $710K in Q3 2025. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Corient IA held 1,980 shares of HSBC worth $188K as of Q2 2026.
  • Corient IA sold 3,980 HSBC shares in Q2 2026, an estimated $363K.
  • HSBC made up 0.17% of Corient IA's portfolio in Q2 2026, its #174 holding.
  • Corient IA first reported a position in HSBC in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's HSBC position peaked at $710K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.