Freestone Capital Holdings’s HSBC HSBC Stock Holding History

Freestone Capital Holdings’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	$326K	Sell	3,954 -50	-1%	-$4.24K	0.01%	430
2025 Q4	$315K	Sell	4,004 -425	-10%	-$30.4K	0.01%	414
2025 Q3	$314K	Buy	+4,429	New	+$288K	0.01%	420
2022 Q2	–	Sell	-6,056	Closed	-$207K	–	499
2022 Q1	$207K	Buy	+6,056	New	+$209K	0.01%	539
2021 Q1	–	Sell	-26	Closed	-$674	–	698
2020 Q4	$674	Hold	26	–	–	﹤0.01%	1244
2020 Q3	$509	Buy	+26	New	+$570	﹤0.01%	1165
2020 Q1	–	Sell	-9,120	Closed	-$357	–	398
2019 Q4	$357	Buy	+9,120	New	+$346K	0.01%	335
2014 Q1	–	Sell	-8,577	Closed	-$407K	–	262
2013 Q4	$407K	Sell	8,577 -867	-9%	-$41.1K	0.07%	214
2013 Q3	$442K	Buy	9,444 +218	+2%	+$10.3K	0.08%	241
2013 Q2	$413K	Buy	+9,226	New	+$432K	0.08%	218

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Freestone Capital Holdings's HSBC Position: Q1 2026 in Review

Freestone Capital Holdings reduced its HSBC (HSBC) stake by 1.2% in Q1 2026, selling an estimated $4.24K and leaving 3,954 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #430.

Freestone Capital Holdings first reported a position in HSBC in Q2 2013 and has held it in 10 quarters since. The position peaked at $442K in Q3 2013. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Freestone Capital Holdings held 3,954 shares of HSBC worth $326K as of Q1 2026.
Freestone Capital Holdings sold 50 HSBC shares in Q1 2026, an estimated $4.24K.
HSBC made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #430 holding.
Freestone Capital Holdings first reported a position in HSBC in Q2 2013 and has held it in 10 quarters since.
Freestone Capital Holdings's HSBC position peaked at $442K in Q3 2013.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.