DOA
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D'Orazio & Associates’s HSBC HSBC Stock Holding History

D'Orazio & Associates’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 		$409K Buy
4,302
+266
+7% +$24.3K 0.05% 161
2026
Q1 		$333K Buy
4,036
+72
+2% +$6.1K 0.04% 179
2025
Q4 		$312K Buy
3,964
+10
+0.3% +$715 0.04% 186
2025
Q3 		$281K Buy
3,954
+7
+0.2% +$455 0.04% 197
2025
Q2 		$240K Buy
3,947
+51
+1% +$2.9K 0.03% 220
2025
Q1 		$224K Buy
+3,896
New +$213K 0.03% 215
2021
Q4 		– Sell
-435
Closed -$11K – 363
2021
Q3 		$11K Buy
+435
New +$11.8K ﹤0.01% 514

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

D'Orazio & Associates's HSBC Position: Q2 2026 in Review

D'Orazio & Associates increased its HSBC (HSBC) stake by 6.6% in Q2 2026, buying an estimated $24.3K and bringing the position to 4,302 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #161.

D'Orazio & Associates first reported a position in HSBC in Q3 2021 and has held it in 7 quarters since. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • D'Orazio & Associates held 4,302 shares of HSBC worth $409K as of Q2 2026.
  • D'Orazio & Associates bought 266 HSBC shares in Q2 2026, an estimated $24.3K.
  • HSBC made up 0.05% of D'Orazio & Associates's portfolio in Q2 2026, its #161 holding.
  • D'Orazio & Associates first reported a position in HSBC in Q3 2021 and has held it in 7 quarters since.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.