Fortitude Family Office’s HSBC HSBC Stock Holding History

Fortitude Family Office’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	$16.1K	Hold	169	–	–	﹤0.01%	602
2026 Q1	$13.9K	Hold	169	–	–	﹤0.01%	540
2025 Q4	$13.3K	Hold	169	–	–	﹤0.01%	495
2025 Q3	$12K	Hold	169	–	–	﹤0.01%	504
2025 Q2	$10.3K	Hold	169	–	–	﹤0.01%	543
2025 Q1	$9.71K	Hold	169	–	–	﹤0.01%	543
2024 Q4	$8.36K	Sell	169 -10	-6%	-$464	﹤0.01%	685
2024 Q3	$8.09K	Sell	179 -5,157	-97%	-$224K	﹤0.01%	626
2024 Q2	$232K	Hold	5,336	–	–	0.13%	80
2024 Q1	$210K	Hold	5,336	–	–	0.14%	79
2023 Q4	$216K	Buy	+5,336	New	+$207K	0.16%	78

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

Fortitude Family Office's HSBC Position: Q2 2026 in Review

Fortitude Family Office held its HSBC (HSBC) position steady in Q2 2026 at 169 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Fortitude Family Office first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since. The position peaked at $232K in Q2 2024. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

Fortitude Family Office held 169 shares of HSBC worth $16.1K as of Q2 2026.
Fortitude Family Office left its HSBC share count unchanged in Q2 2026.
HSBC made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #602 holding.
Fortitude Family Office first reported a position in HSBC in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's HSBC position peaked at $232K in Q2 2024.
713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.