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 Q3	$1.66M	Buy	16,701 +310	+2%	+$31.7K	0.09%	168
2026 Q2	$1.56M	Buy	16,391 +231	+1%	+$21.1K	0.09%	174
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 Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Frank Rimerman Advisors's HSBC Position: Q3 2026 in Review

Frank Rimerman Advisors increased its HSBC (HSBC) stake by 1.9% in Q3 2026, buying an estimated $31.7K and bringing the position to 16,701 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #168.

Frank Rimerman Advisors first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.74M in Q3 2024. 413 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

Frank Rimerman Advisors held 16,701 shares of HSBC worth $1.66M as of Q3 2026.
Frank Rimerman Advisors bought 310 HSBC shares in Q3 2026, an estimated $31.7K.
HSBC made up 0.09% of Frank Rimerman Advisors's portfolio in Q3 2026, its #168 holding.
Frank Rimerman Advisors first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's HSBC position peaked at $2.74M in Q3 2024.
413 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.