Everstar Asset Management’s HSBC HSBC Stock Holding History

Everstar Asset 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	$1.11M	Buy	13,515 +89	+0.7%	+$7.54K	0.59%	55
2025 Q4	$1.06M	Buy	13,426 +96	+0.7%	+$6.87K	0.57%	51
2025 Q3	$946K	Buy	13,330 +2,343	+21%	+$152K	0.54%	58
2025 Q2	$668K	Buy	10,987 +655	+6%	+$37.3K	0.41%	80
2025 Q1	$593K	Buy	10,332 +3,451	+50%	+$189K	0.39%	80
2024 Q4	$340K	Sell	6,881 -3,745	-35%	-$174K	0.24%	119
2024 Q3	$480K	Buy	+10,626	New	+$461K	0.33%	89

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Everstar Asset Management's HSBC Position: Q1 2026 in Review

Everstar Asset Management increased its HSBC (HSBC) stake by 0.66% in Q1 2026, buying an estimated $7.54K and bringing the position to 13,515 shares worth $1.11M. The position accounts for 0.59% of the portfolio, ranked #55.

Everstar Asset Management first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Everstar Asset Management held 13,515 shares of HSBC worth $1.11M as of Q1 2026.
Everstar Asset Management bought 89 HSBC shares in Q1 2026, an estimated $7.54K.
HSBC made up 0.59% of Everstar Asset Management's portfolio in Q1 2026, its #55 holding.
Everstar Asset Management first reported a position in HSBC in Q3 2024 and has held it in 7 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.