HM Payson & Co’s HSBC HSBC Stock Holding History

HM Payson & Co’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	$151K	Buy	1,588 +530	+50%	+$48.4K	﹤0.01%	500
2026 Q1	$87.3K	Hold	1,058	–	–	﹤0.01%	585
2025 Q4	$83.2K	Hold	1,058	–	–	﹤0.01%	601
2025 Q3	$75.1K	Buy	1,058 +528	+100%	+$34.3K	﹤0.01%	607
2025 Q2	$32.2K	Sell	530 -26	-5%	-$1.48K	﹤0.01%	716
2025 Q1	$31.9K	Hold	556	–	–	﹤0.01%	716
2024 Q4	$27.5K	Hold	556	–	–	﹤0.01%	729
2024 Q3	$25.1K	Hold	556	–	–	﹤0.01%	734
2024 Q2	$24.2K	Hold	556	–	–	﹤0.01%	727
2024 Q1	$21.9K	Hold	556	–	–	﹤0.01%	734
2023 Q4	$22.5K	Hold	556	–	–	﹤0.01%	718
2023 Q3	$21.9K	Hold	556	–	–	﹤0.01%	716
2023 Q2	$22K	Buy	+556	New	+$20.8K	﹤0.01%	709
2022 Q4	–	Sell	-225	Closed	-$6K	–	961
2022 Q3	$6K	Hold	225	–	–	﹤0.01%	835
2022 Q2	$7K	Buy	+225	New	+$7.3K	﹤0.01%	857
2019 Q3	–	Sell	-546	Closed	-$23K	–	954
2019 Q2	$23K	Buy	+546	New	+$22.9K	﹤0.01%	710

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $99.8B AUM 47.9% 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

HM Payson & Co's HSBC Position: Q2 2026 in Review

HM Payson & Co increased its HSBC (HSBC) stake by 50% in Q2 2026, buying an estimated $48.4K and bringing the position to 1,588 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

HM Payson & Co first reported a position in HSBC in Q2 2019 and has held it in 16 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

HM Payson & Co held 1,588 shares of HSBC worth $151K as of Q2 2026.
HM Payson & Co bought 530 HSBC shares in Q2 2026, an estimated $48.4K.
HSBC made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #500 holding.
HM Payson & Co first reported a position in HSBC in Q2 2019 and has held it in 16 quarters since.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.