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Dunhill Financial’s HSBC HSBC Stock Holding History

Dunhill Financial’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 		$22.9K Buy
277
+226
+443% +$19.1K 0.01% 411
2025
Q4 		$4.04K Buy
51
+30
+143% +$2.15K ﹤0.01% 620
2025
Q3 		$1.51K Buy
+21
New +$1.36K ﹤0.01% 735
2025
Q2 		– Sell
-121
Closed -$6.95K – 1057
2025
Q1 		$6.95K Hold
121
– – ﹤0.01% 499
2024
Q4 		$5.99K Buy
+121
New +$5.61K ﹤0.01% 501

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

Dunhill Financial's HSBC Position: Q1 2026 in Review

Dunhill Financial increased its HSBC (HSBC) stake by 443% in Q1 2026, buying an estimated $19.1K and bringing the position to 277 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #411.

Dunhill Financial first reported a position in HSBC in Q4 2024 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Dunhill Financial held 277 shares of HSBC worth $22.9K as of Q1 2026.
  • Dunhill Financial bought 226 HSBC shares in Q1 2026, an estimated $19.1K.
  • HSBC made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #411 holding.
  • Dunhill Financial first reported a position in HSBC in Q4 2024 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.