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Cresset Asset Management’s HSBC HSBC Stock Holding History

Cresset Asset 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
Q2 		$619K Sell
6,506
-1,192
-15% -$109K ﹤0.01% 1088
2026
Q1 		$647K Buy
7,698
+2,121
+38% +$180K ﹤0.01% 946
2025
Q4 		$439K Sell
5,577
-20
-0.4% -$1.43K ﹤0.01% 1127
2025
Q3 		$397K Buy
5,597
+267
+5% +$17.4K ﹤0.01% 1137
2025
Q2 		$324K Sell
5,330
-7,782
-59% -$443K ﹤0.01% 1107
2025
Q1 		$777K Sell
13,112
-5,484
-29% -$300K ﹤0.01% 876
2024
Q4 		$920K Sell
18,596
-71,457
-79% -$3.31M ﹤0.01% 830
2024
Q3 		$4.07M Buy
90,053
+13,615
+18% +$590K 0.02% 504
2024
Q2 		$3.33M Buy
76,438
+13,719
+22% +$590K 0.01% 534
2024
Q1 		$2.56M Buy
62,719
+6,692
+12% +$261K 0.01% 542
2023
Q4 		$2.27M Sell
56,027
-3,480
-6% -$135K 0.01% 531
2023
Q3 		$2.35M Buy
59,507
+8,817
+17% +$347K 0.01% 492
2023
Q2 		$2.01M Buy
+50,690
New +$1.89M ﹤0.01% 649
2022
Q4 		– Sell
-10,066
Closed -$263K – 811
2022
Q3 		$263K Buy
10,066
+603
+6% +$18.7K ﹤0.01% 714
2022
Q2 		$309K Sell
9,463
-1,023
-10% -$33.2K ﹤0.01% 705
2022
Q1 		$368K Buy
10,486
+1,148
+12% +$39.6K ﹤0.01% 704
2021
Q4 		$282K Sell
9,338
-6,189
-40% -$181K ﹤0.01% 906
2021
Q3 		$406K Buy
15,527
+3,489
+29% +$95K 0.01% 711
2021
Q2 		$348K Buy
12,038
+1,491
+14% +$45.5K ﹤0.01% 709
2021
Q1 		$315K Buy
10,547
+283
+3% +$8.09K 0.01% 654
2020
Q4 		$266K Buy
+10,264
New +$244K ﹤0.01% 599
2020
Q2 		– Sell
-10,719
Closed -$300K – 695
2020
Q1 		$300K Sell
10,719
-3,377
-24% -$117K 0.01% 391
2019
Q4 		$551K Buy
14,096
+1,844
+15% +$69.9K 0.01% 284
2019
Q3 		$469K Buy
12,252
+4,083
+50% +$158K 0.01% 276
2019
Q2 		$345K Sell
8,169
-1,784
-18% -$74.7K 0.01% 314
2019
Q1 		$408K Buy
9,953
+4,234
+74% +$171K 0.02% 215
2018
Q4 		$227K Buy
+5,719
New +$229K 0.01% 196

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

Cresset Asset Management's HSBC Position: Q2 2026 in Review

Cresset Asset Management reduced its HSBC (HSBC) stake by 15% in Q2 2026, selling an estimated $109K and leaving 6,506 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Cresset Asset Management first reported a position in HSBC in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.07M in Q3 2024. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Cresset Asset Management held 6,506 shares of HSBC worth $619K as of Q2 2026.
  • Cresset Asset Management sold 1,192 HSBC shares in Q2 2026, an estimated $109K.
  • HSBC made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1088 holding.
  • Cresset Asset Management first reported a position in HSBC in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's HSBC position peaked at $4.07M in Q3 2024.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.