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 $348B AUM 26.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HighTower Advisors's HSBC Position: Q2 2026 in Review

HighTower Advisors reduced its HSBC (HSBC) stake by 1.4% in Q2 2026, selling an estimated $322K and leaving 251,966 shares worth $24M. The position accounts for 0.02% of the portfolio, ranked #590.

HighTower Advisors first reported a position in HSBC in Q2 2013 and has held it in 53 quarters since. 716 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

HighTower Advisors held 251,966 shares of HSBC worth $24M as of Q2 2026.
HighTower Advisors sold 3,528 HSBC shares in Q2 2026, an estimated $322K.
HSBC made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #590 holding.
HighTower Advisors first reported a position in HSBC in Q2 2013 and has held it in 53 quarters since.
716 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.