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Frank Rimerman Advisors’s HSBC HSBC Stock Holding History

Frank Rimerman Advisors’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 		$1.33M Sell
16,160
-245
-1% -$20.7K 0.09% 189
2025
Q4 		$1.29M Buy
16,405
+245
+2% +$17.5K 0.08% 187
2025
Q3 		$1.15M Hold
16,160
– – 0.07% 210
2025
Q2 		$982K Buy
16,160
+826
+5% +$47K 0.07% 215
2025
Q1 		$881K Hold
15,334
– – 0.07% 213
2024
Q4 		$758K Sell
15,334
-45,220
-75% -$2.1M 0.06% 233
2024
Q3 		$2.74M Buy
60,554
+1,005
+2% +$43.6K 0.19% 86
2024
Q2 		$2.59M Buy
+59,549
New +$2.56M 0.18% 90

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

Frank Rimerman Advisors's HSBC Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its HSBC (HSBC) stake by 1.5% in Q1 2026, selling an estimated $20.7K and leaving 16,160 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #189.

Frank Rimerman Advisors first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.74M in Q3 2024. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Frank Rimerman Advisors held 16,160 shares of HSBC worth $1.33M as of Q1 2026.
  • Frank Rimerman Advisors sold 245 HSBC shares in Q1 2026, an estimated $20.7K.
  • HSBC made up 0.09% of Frank Rimerman Advisors's portfolio in Q1 2026, its #189 holding.
  • Frank Rimerman Advisors first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since.
  • Frank Rimerman Advisors's HSBC position peaked at $2.74M in Q3 2024.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.