Dorsey & Whitney Trust’s HSBC HSBC Stock Holding History

Dorsey & Whitney Trust’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	$1.99M	Sell	24,118 -217	-0.9%	-$18.4K	0.11%	176
2025 Q4	$1.91M	Buy	24,335 +2,072	+9%	+$148K	0.1%	169
2025 Q3	$1.58M	Sell	22,263 -513	-2%	-$33.4K	0.08%	194
2025 Q2	$1.38M	Sell	22,776 -1,225	-5%	-$69.7K	0.07%	214
2025 Q1	$1.38M	Buy	24,001 +404	+2%	+$22.1K	0.08%	217
2024 Q4	$1.17M	Buy	23,597 +549	+2%	+$25.5K	0.06%	235
2024 Q3	$1.04M	Sell	23,048 -178	-0.8%	-$7.72K	0.06%	255
2024 Q2	$1.01M	Buy	23,226 +61	+0.3%	+$2.63K	0.07%	221
2024 Q1	$912K	Sell	23,165 -674	-3%	-$26.3K	0.06%	233
2023 Q4	$966K	Buy	23,839 +635	+3%	+$24.6K	0.07%	215
2023 Q3	$916K	Buy	23,204 +984	+4%	+$38.8K	0.08%	207
2023 Q2	$880K	Buy	22,220 +2,074	+10%	+$77.4K	0.07%	221
2023 Q1	$688K	Buy	20,146 +597	+3%	+$21.4K	0.06%	249
2022 Q4	$609K	Buy	19,549 +2,727	+16%	+$77.4K	0.06%	262
2022 Q3	$439K	Buy	16,822 +54	+0.3%	+$1.68K	0.05%	309
2022 Q2	$548K	Buy	16,768 +7,423	+79%	+$241K	0.06%	272
2022 Q1	$320K	Buy	9,345 +370	+4%	+$12.8K	0.03%	400
2021 Q4	$271K	Buy	8,975 +228	+3%	+$6.66K	0.02%	439
2021 Q3	$229K	Buy	8,747 +41	+0.5%	+$1.12K	0.02%	474
2021 Q2	$251K	Hold	8,706	–	–	0.02%	446
2021 Q1	$253K	Sell	8,706 -21	-0.2%	-$600	0.03%	437
2020 Q4	$227K	Buy	+8,727	New	+$207K	0.03%	421
2020 Q2	–	Sell	-7,301	Closed	-$204K	–	446
2020 Q1	$204K	Buy	7,301 +680	+10%	+$23.6K	0.03%	348
2019 Q4	$259K	Sell	6,621 -477	-7%	-$18.1K	0.03%	355
2019 Q3	$272K	Sell	7,098 -3,105	-30%	-$120K	0.04%	325
2019 Q2	$426K	Buy	10,203 +1,484	+17%	+$62.2K	0.07%	237
2019 Q1	$349K	Sell	8,719 -50	-0.6%	-$2.02K	0.05%	256
2018 Q4	$346K	Buy	8,769 +88	+1%	+$3.52K	0.06%	230
2018 Q3	$363K	Buy	8,681 +438	+5%	+$19K	0.06%	240
2018 Q2	$366K	Sell	8,243 -2,038	-20%	-$93.5K	0.06%	223
2018 Q1	$457K	Sell	10,281 -380	-4%	-$18.1K	0.08%	179
2017 Q4	$504K	Buy	10,661 +3,430	+47%	+$155K	0.09%	161
2017 Q3	$326K	Sell	7,231 -521	-7%	-$23K	0.06%	208
2017 Q2	$329K	Sell	7,752 -580	-7%	-$22.5K	0.07%	215
2017 Q1	$308K	Buy	8,332 +562	+7%	+$21.1K	0.06%	221
2016 Q4	$281K	Buy	7,770 +525	+7%	+$18.6K	0.06%	201
2016 Q3	$246K	Buy	+7,245	New	+$227K	0.06%	224
2014 Q2	–	Sell	-4,929	Closed	-$215K	–	264
2014 Q1	$215K	Buy	4,929 +436	+10%	+$19.8K	0.05%	224
2013 Q4	$213K	Sell	4,493 -2,300	-34%	-$109K	0.06%	235
2013 Q3	$318K	Buy	+6,793	New	+$322K	0.09%	166

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dorsey & Whitney Trust's HSBC Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its HSBC (HSBC) stake by 0.89% in Q1 2026, selling an estimated $18.4K and leaving 24,118 shares worth $1.99M. The position accounts for 0.11% of the portfolio, ranked #176.

Dorsey & Whitney Trust first reported a position in HSBC in Q3 2013 and has held it in 40 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Dorsey & Whitney Trust held 24,118 shares of HSBC worth $1.99M as of Q1 2026.
Dorsey & Whitney Trust sold 217 HSBC shares in Q1 2026, an estimated $18.4K.
HSBC made up 0.11% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #176 holding.
Dorsey & Whitney Trust first reported a position in HSBC in Q3 2013 and has held it in 40 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.