HAI
HSBC icon

Hennessy Advisors Inc’s HSBC HSBC Stock Holding History

Hennessy Advisors Inc’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 		$6.74M Sell
70,900
-1,300
-2% -$119K 0.22% 138
2026
Q1 		$5.96M Sell
72,200
-28,600
-28% -$2.42M 0.22% 143
2025
Q4 		$7.93M Sell
100,800
-5,600
-5% -$400K 0.28% 100
2025
Q3 		$7.55M Sell
106,400
-1,700
-2% -$111K 0.26% 114
2025
Q2 		$6.57M Hold
108,100
– – 0.22% 128
2025
Q1 		$6.21M Sell
108,100
-17,100
-14% -$935K 0.21% 126
2024
Q4 		$6.19M Sell
125,200
-4,600
-4% -$213K 0.18% 123
2024
Q3 		$5.87M Hold
129,800
– – 0.19% 135
2024
Q2 		$5.65M Sell
129,800
-2,600
-2% -$112K 0.21% 129
2024
Q1 		$5.21M Sell
132,400
-10,400
-7% -$406K 0.22% 122
2023
Q4 		$5.79M Sell
142,800
-8,200
-5% -$317K 0.29% 89
2023
Q3 		$5.96M Sell
151,000
-3,200
-2% -$126K 0.42% 64
2023
Q2 		$6.11M Sell
154,200
-8,700
-5% -$325K 0.44% 68
2023
Q1 		$5.56M Buy
+162,900
New +$5.85M 0.41% 89
2020
Q1 		– Sell
-112,010
Closed -$4.38M – 301
2019
Q4 		$4.38M Sell
112,010
-5,300
-5% -$201K 0.22% 128
2019
Q3 		$4.49M Sell
117,310
-3,200
-3% -$124K 0.23% 123
2019
Q2 		$5.03M Sell
120,510
-1,435
-1% -$60.1K 0.24% 114
2019
Q1 		$4.89M Buy
121,945
+13,754
+13% +$554K 0.23% 124
2018
Q4 		$4.29M Sell
108,191
-5,176
-5% -$207K 0.21% 124
2018
Q3 		$4.75M Sell
113,367
-1,260
-1% -$54.6K 0.18% 144
2018
Q2 		$5.09M Sell
114,627
-1,158
-1% -$53.1K 0.17% 134
2018
Q1 		$5.15M Sell
115,785
-24,519
-17% -$1.17M 0.17% 134
2017
Q4 		$6.62M Hold
140,304
– – 0.2% 107
2017
Q3 		$6.33M Hold
140,304
– – 0.2% 107
2017
Q2 		$5.95M Sell
140,304
-6,595
-4% -$256K 0.18% 100
2017
Q1 		$5.42M Buy
+146,899
New +$5.52M 0.16% 123
2014
Q1 		– Sell
-51,413
Closed -$2.44M – 336
2013
Q4 		$2.44M Sell
51,413
-928
-2% -$43.9K 0.1% 245
2013
Q3 		$2.45M Hold
52,341
– – 0.11% 236
2013
Q2 		$2.34M Buy
+52,341
New +$2.45M 0.12% 217

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hennessy Advisors Inc's HSBC Position: Q2 2026 in Review

Hennessy Advisors Inc reduced its HSBC (HSBC) stake by 1.8% in Q2 2026, selling an estimated $119K and leaving 70,900 shares worth $6.74M. The position accounts for 0.22% of the portfolio, ranked #138.

Hennessy Advisors Inc first reported a position in HSBC in Q2 2013 and has held it in 29 quarters since. The position peaked at $7.93M in Q4 2025. 707 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Hennessy Advisors Inc held 70,900 shares of HSBC worth $6.74M as of Q2 2026.
  • Hennessy Advisors Inc sold 1,300 HSBC shares in Q2 2026, an estimated $119K.
  • HSBC made up 0.22% of Hennessy Advisors Inc's portfolio in Q2 2026, its #138 holding.
  • Hennessy Advisors Inc first reported a position in HSBC in Q2 2013 and has held it in 29 quarters since.
  • Hennessy Advisors Inc's HSBC position peaked at $7.93M in Q4 2025.
  • 707 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.