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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
Q2 		$1.8M Buy
15,973
+2,458
+18% +$224K 0.87% 22
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
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

Everstar Asset Management's HSBC Position: Q2 2026 in Review

Everstar Asset Management increased its HSBC (HSBC) stake by 18% in Q2 2026, buying an estimated $224K and bringing the position to 15,973 shares worth $1.8M. The position accounts for 0.87% of the portfolio, ranked #22.

Everstar Asset Management first reported a position in HSBC in Q3 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Everstar Asset Management held 15,973 shares of HSBC worth $1.8M as of Q2 2026.
  • Everstar Asset Management bought 2,458 HSBC shares in Q2 2026, an estimated $224K.
  • HSBC made up 0.87% of Everstar Asset Management's portfolio in Q2 2026, its #22 holding.
  • Everstar Asset Management first reported a position in HSBC in Q3 2024 and has held it in 8 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.