Evergreen Capital Management’s HSBC HSBC Stock Holding History

Evergreen Capital Management’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	$2.41M	Sell	25,333 -88	-0.3%	-$8.03K	0.04%	310
2026 Q1	$2.15M	Buy	25,421 +2,012	+9%	+$170K	0.05%	303
2025 Q4	$1.84M	Buy	23,409 +191	+0.8%	+$13.7K	0.04%	326
2025 Q3	$1.65M	Sell	23,218 -633	-3%	-$41.2K	0.04%	316
2025 Q2	$1.45M	Buy	23,851 +1,009	+4%	+$57.4K	0.04%	305
2025 Q1	$1.35M	Buy	22,842 +3,806	+20%	+$208K	0.05%	295
2024 Q4	$942K	Buy	19,036 +1,369	+8%	+$63.5K	0.03%	344
2024 Q3	$798K	Buy	17,667 +2,881	+19%	+$125K	0.03%	369
2024 Q2	$643K	Sell	14,786 -497	-3%	-$21.4K	0.02%	403
2024 Q1	$624K	Buy	15,283 +2,644	+21%	+$103K	0.02%	389
2023 Q4	$512K	Sell	12,639 -338	-3%	-$13.1K	0.02%	419
2023 Q3	$512K	Sell	12,977 -3,214	-20%	-$127K	0.02%	389
2023 Q2	$641K	Buy	16,191 +2,999	+23%	+$112K	0.03%	348
2023 Q1	$468K	Buy	13,192 +1,180	+10%	+$42.3K	0.02%	391
2022 Q4	$374K	Sell	12,012 -4,684	-28%	-$133K	0.02%	420
2022 Q3	$435K	Buy	16,696 +1,095	+7%	+$34K	0.02%	366
2022 Q2	$510K	Buy	15,601 +2,556	+20%	+$82.9K	0.03%	328
2022 Q1	$446K	Buy	13,045 +3,750	+40%	+$129K	0.02%	400
2021 Q4	$280K	Buy	9,295 +1,653	+22%	+$48.3K	0.01%	499
2021 Q3	$200K	Sell	7,642 -1,585	-17%	-$43.2K	0.01%	551
2021 Q2	$266K	Buy	9,227 +1,806	+24%	+$55.1K	0.01%	445
2021 Q1	$216K	Buy	+7,421	New	+$212K	0.01%	465
2019 Q3	–	Sell	-7,068	Closed	-$295K	–	444
2019 Q2	$295K	Buy	7,068 +8	+0.1%	+$335	0.03%	317
2019 Q1	$283K	Sell	7,060 -84	-1%	-$3.38K	0.03%	303
2018 Q4	$283K	Sell	7,144 -29	-0.4%	-$1.16K	0.03%	281
2018 Q3	$301K	Sell	7,173 -776	-10%	-$33.6K	0.03%	288
2018 Q2	$353K	Buy	7,949 +464	+6%	+$21.3K	0.03%	238
2018 Q1	$333K	Buy	+7,485	New	+$356K	0.03%	240

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evergreen Capital Management's HSBC Position: Q2 2026 in Review

Evergreen Capital Management reduced its HSBC (HSBC) stake by 0.35% in Q2 2026, selling an estimated $8.03K and leaving 25,333 shares worth $2.41M. The position accounts for 0.04% of the portfolio, ranked #310.

Evergreen Capital Management first reported a position in HSBC in Q1 2018 and has held it in 28 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Evergreen Capital Management held 25,333 shares of HSBC worth $2.41M as of Q2 2026.
Evergreen Capital Management sold 88 HSBC shares in Q2 2026, an estimated $8.03K.
HSBC made up 0.04% of Evergreen Capital Management's portfolio in Q2 2026, its #310 holding.
Evergreen Capital Management first reported a position in HSBC in Q1 2018 and has held it in 28 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.