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Financial Consulate’s HSBC HSBC Stock Holding History

Financial Consulate’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 		$40.9K Buy
495
+321
+184% +$27.2K 0.01% 357
2025
Q4 		$13.7K Buy
174
+23
+15% +$1.65K ﹤0.01% 550
2025
Q3 		$10.7K Buy
+151
New +$9.82K ﹤0.01% 547

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

Financial Consulate's HSBC Position: Q1 2026 in Review

Financial Consulate increased its HSBC (HSBC) stake by 184% in Q1 2026, buying an estimated $27.2K and bringing the position to 495 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #357.

Financial Consulate first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Financial Consulate held 495 shares of HSBC worth $40.9K as of Q1 2026.
  • Financial Consulate bought 321 HSBC shares in Q1 2026, an estimated $27.2K.
  • HSBC made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #357 holding.
  • Financial Consulate first reported a position in HSBC in Q3 2025 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.