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Edgar Lomax Company’s HSBC HSBC Stock Holding History

Edgar Lomax Company’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 		– Sell
-12,845
Closed -$203K – 63
2025
Q4 		$203K Hold
12,845
– – 0.02% 63
2025
Q3 		$181K Hold
12,845
– – 0.01% 57
2025
Q2 		$155K Buy
+12,845
New +$731K 0.01% 57
2024
Q1 		– Sell
-15,380
Closed -$125K – 68
2023
Q4 		$125K Hold
15,380
– – 0.01% 55
2023
Q3 		$121K Hold
15,380
– – 0.01% 56
2023
Q2 		$122K Hold
15,380
– – 0.01% 55
2023
Q1 		$105K Buy
+15,380
New +$552K 0.01% 54

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

Edgar Lomax Company's HSBC Position: Q1 2026 in Review

Edgar Lomax Company sold out of HSBC (HSBC) in Q1 2026, closing a stake of 12,845 shares — an estimated $203K sold.

Edgar Lomax Company first reported a position in HSBC in Q1 2023 and held it in 7 quarters. The position peaked at $203K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Edgar Lomax Company reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • Edgar Lomax Company sold 12,845 HSBC shares in Q1 2026, an estimated $203K.
  • Edgar Lomax Company first reported a position in HSBC in Q1 2023 and held it in 7 quarters.
  • Edgar Lomax Company's HSBC position peaked at $203K in Q4 2025.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Edgar Lomax Company's 13F filing for Q1 2026, filed 12 May 2026.