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Horizon Investments’s HSBC HSBC Stock Holding History

Horizon Investments’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 		$3.26M Buy
39,512
+20,564
+109% +$1.74M 0.04% 367
2025
Q4 		$1.49M Buy
18,948
+1,019
+6% +$72.9K 0.02% 538
2025
Q3 		$1.26M Buy
17,929
+1,398
+8% +$90.9K 0.02% 572
2025
Q2 		$1M Sell
16,531
-257
-2% -$14.6K 0.02% 568
2025
Q1 		$956K Sell
16,788
-514
-3% -$28.1K 0.03% 279
2024
Q4 		$856K Buy
17,302
+245
+1% +$11.4K 0.02% 281
2024
Q3 		$763K Sell
17,057
-181
-1% -$7.85K 0.02% 295
2024
Q2 		$750K Sell
17,238
-214
-1% -$9.21K 0.02% 298
2024
Q1 		$664K Buy
17,452
+17,421
+56,197% +$680K 0.02% 311
2023
Q4 		$1.26K Buy
+31
New +$1.2K ﹤0.01% 664
2019
Q2 		– Sell
-70,370
Closed -$2.79M – 562
2019
Q1 		$2.79M Buy
70,370
+33,822
+93% +$1.36M 0.1% 105
2018
Q4 		$1.45M Buy
+36,548
New +$1.46M 0.07% 116
2018
Q1 		– Sell
-43,092
Closed -$1.75M – 213
2017
Q4 		$1.75M Buy
43,092
+7,192
+20% +$325K 0.11% 59
2017
Q3 		$1.46M Buy
35,900
+12,615
+54% +$558K 0.08% 68
2017
Q2 		$945K Buy
+23,285
New +$904K 0.06% 78

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Horizon Investments's HSBC Position: Q1 2026 in Review

Horizon Investments increased its HSBC (HSBC) stake by 109% in Q1 2026, buying an estimated $1.74M and bringing the position to 39,512 shares worth $3.26M. The position accounts for 0.04% of the portfolio, ranked #367.

Horizon Investments first reported a position in HSBC in Q2 2017 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Horizon Investments held 39,512 shares of HSBC worth $3.26M as of Q1 2026.
  • Horizon Investments bought 20,564 HSBC shares in Q1 2026, an estimated $1.74M.
  • HSBC made up 0.04% of Horizon Investments's portfolio in Q1 2026, its #367 holding.
  • Horizon Investments first reported a position in HSBC in Q2 2017 and has held it in 15 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.