HighTower Advisors’s HSBC HSBC Stock Holding History

HighTower 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
2024 Q1	–	Sell	-2,500	Closed	-$125	–	3803
2023 Q4	$125	Buy	2,500 +2,475	+9,900%	+$95.8K	﹤0.01%	3606
2023 Q3	$1.1K	Buy	+25	New	+$985	﹤0.01%	3481

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

HighTower Advisors's HSBC Position: Q1 2026 in Review

HighTower Advisors reduced its HSBC (HSBC) stake by 4.1% in Q1 2026, selling an estimated $928K and leaving 255,494 shares worth $21.1M. The position accounts for 0.02% of the portfolio, ranked #599.

HighTower Advisors first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

HighTower Advisors held 255,494 shares of HSBC worth $21.1M as of Q1 2026.
HighTower Advisors sold 10,955 HSBC shares in Q1 2026, an estimated $928K.
HSBC made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #599 holding.
HighTower Advisors first reported a position in HSBC in Q2 2013 and has held it in 52 quarters since.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.