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Ethic Inc’s HSBC HSBC Stock Holding History

Ethic Inc’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 		$16.6M Buy
174,381
+15,679
+10% +$1.43M 0.21% 88
2026
Q1 		$13.1M Buy
158,702
+4,104
+3% +$348K 0.21% 94
2025
Q4 		$12.2M Buy
154,598
+3,528
+2% +$252K 0.19% 105
2025
Q3 		$10.7M Buy
151,070
+685
+0.5% +$44.5K 0.18% 118
2025
Q2 		$9.15M Sell
150,385
-20,367
-12% -$1.16M 0.16% 125
2025
Q1 		$9.78M Sell
170,752
-3,787
-2% -$207K 0.2% 106
2024
Q4 		$8.63M Buy
174,539
+13,642
+8% +$633K 0.17% 120
2024
Q3 		$6.33M Sell
160,897
-22,716
-12% -$985K 0.16% 151
2024
Q2 		$7.99M Buy
183,613
+22,716
+14% +$978K 0.19% 111
2024
Q1 		$6.33M Buy
160,897
+91,821
+133% +$3.58M 0.16% 151
2023
Q4 		$2.8M Buy
69,076
+29,696
+75% +$1.15M 0.08% 287
2023
Q3 		$1.55M Buy
39,380
+2,181
+6% +$85.9K 0.05% 362
2023
Q2 		$1.47M Buy
37,199
+2,110
+6% +$78.8K 0.05% 368
2023
Q1 		$1.2M Buy
35,089
+799
+2% +$28.7K 0.05% 400
2022
Q4 		$1.07M Sell
34,290
-3,817
-10% -$108K 0.06% 360
2022
Q3 		$993K Sell
38,107
-11,788
-24% -$366K 0.07% 330
2022
Q2 		$1.63M Sell
49,895
-40,433
-45% -$1.31M 0.11% 232
2022
Q1 		$3.09M Buy
90,328
+27,813
+44% +$959K 0.21% 117
2021
Q4 		$1.89M Buy
62,515
+19,800
+46% +$578K 0.15% 175
2021
Q3 		$1.12M Sell
42,715
-3,068
-7% -$83.5K 0.11% 220
2021
Q2 		$1.32M Buy
45,783
+22,908
+100% +$700K 0.16% 159
2021
Q1 		$667K Buy
22,875
+4,568
+25% +$131K 0.12% 223
2020
Q4 		$474K Buy
18,307
+2,750
+18% +$65.3K 0.13% 220
2020
Q3 		$305K Sell
15,557
-1,095
-7% -$24K 0.12% 220
2020
Q2 		$388K Sell
16,652
-525
-3% -$13K 0.22% 128
2020
Q1 		$481K Buy
17,177
+4,857
+39% +$169K 0.4% 76
2019
Q4 		$482K Buy
+12,320
New +$467K 0.35% 94

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

Ethic Inc's HSBC Position: Q2 2026 in Review

Ethic Inc increased its HSBC (HSBC) stake by 9.9% in Q2 2026, buying an estimated $1.43M and bringing the position to 174,381 shares worth $16.6M. The position accounts for 0.21% of the portfolio, ranked #88.

Ethic Inc first reported a position in HSBC in Q4 2019 and has held it in 27 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Ethic Inc held 174,381 shares of HSBC worth $16.6M as of Q2 2026.
  • Ethic Inc bought 15,679 HSBC shares in Q2 2026, an estimated $1.43M.
  • HSBC made up 0.21% of Ethic Inc's portfolio in Q2 2026, its #88 holding.
  • Ethic Inc first reported a position in HSBC in Q4 2019 and has held it in 27 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.