ECM
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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
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
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

Evergreen Capital Management's HSBC Position: Q1 2026 in Review

Evergreen Capital Management increased its HSBC (HSBC) stake by 8.6% in Q1 2026, buying an estimated $170K and bringing the position to 25,421 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #303.

Evergreen Capital Management first reported a position in HSBC in Q1 2018 and has held it in 27 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Evergreen Capital Management held 25,421 shares of HSBC worth $2.15M as of Q1 2026.
  • Evergreen Capital Management bought 2,012 HSBC shares in Q1 2026, an estimated $170K.
  • HSBC made up 0.05% of Evergreen Capital Management's portfolio in Q1 2026, its #303 holding.
  • Evergreen Capital Management first reported a position in HSBC in Q1 2018 and has held it in 27 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.