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Curi RMB Capital’s HSBC HSBC Stock Holding History

Curi RMB Capital’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 		$305K Buy
3,698
+2
+0.1% +$169 0.01% 718
2025
Q4 		$291K Sell
3,696
-29
-0.8% -$2.07K 0.01% 760
2025
Q3 		$264K Buy
3,725
+11
+0.3% +$715 ﹤0.01% 628
2025
Q2 		$226K Buy
+3,714
New +$211K ﹤0.01% 634
2020
Q2 		– Sell
-7,903
Closed -$221K – 639
2020
Q1 		$221K Sell
7,903
-1,148
-13% -$39.9K 0.01% 552
2019
Q4 		$355K Buy
9,051
+587
+7% +$22.3K 0.01% 512
2019
Q3 		$324K Sell
8,464
-256
-3% -$9.92K 0.01% 563
2019
Q2 		$365K Sell
8,720
-598
-6% -$25.1K 0.01% 601
2019
Q1 		$374K Sell
9,318
-3,263
-26% -$131K 0.01% 630
2018
Q4 		$499K Sell
12,581
-407
-3% -$16.3K 0.01% 637
2018
Q3 		$545K Sell
12,988
-843
-6% -$36.5K 0.01% 619
2018
Q2 		$614K Sell
13,831
-900
-6% -$41.3K 0.01% 595
2018
Q1 		$655K Sell
14,731
-253
-2% -$12K 0.02% 580
2017
Q4 		$707K Buy
14,984
+4,383
+41% +$198K 0.02% 545
2017
Q3 		$478K Buy
10,601
+468
+5% +$20.7K 0.01% 533
2017
Q2 		$429K Buy
10,133
+856
+9% +$33.2K 0.01% 552
2017
Q1 		$342K Buy
+9,277
New +$349K 0.01% 430
2015
Q1 		– Sell
-5,054
Closed -$206K – 524
2014
Q4 		$206K Sell
5,054
-1,089
-18% -$46.4K 0.01% 418
2014
Q3 		$269K Sell
6,143
-630
-9% -$28.7K 0.02% 398
2014
Q2 		$296K Sell
6,773
-3,152
-32% -$140K 0.02% 364
2014
Q1 		$435K Sell
9,925
-2,759
-22% -$125K 0.03% 279
2013
Q4 		$603K Sell
12,684
-2,261
-15% -$107K 0.04% 245
2013
Q3 		$699K Sell
14,945
-4,159
-22% -$197K 0.05% 240
2013
Q2 		$854K Buy
+19,104
New +$894K 0.06% 229

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

Curi RMB Capital's HSBC Position: Q1 2026 in Review

Curi RMB Capital increased its HSBC (HSBC) stake by 0.05% in Q1 2026, buying an estimated $169 and bringing the position to 3,698 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #718.

Curi RMB Capital first reported a position in HSBC in Q2 2013 and has held it in 24 quarters since. The position peaked at $854K in Q2 2013. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Curi RMB Capital held 3,698 shares of HSBC worth $305K as of Q1 2026.
  • Curi RMB Capital bought 2 HSBC shares in Q1 2026, an estimated $169.
  • HSBC made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #718 holding.
  • Curi RMB Capital first reported a position in HSBC in Q2 2013 and has held it in 24 quarters since.
  • Curi RMB Capital's HSBC position peaked at $854K in Q2 2013.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.