HSBC Holdings
SRI icon

HSBC Holdings’s Stoneridge SRI Stock Holding History

HSBC Holdings’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$488K Sell
100,391
-12,500
-11% -$85.7K ﹤0.01% 2234
2025
Q4 		$658K Buy
112,891
+29,992
+36% +$189K ﹤0.01% 2170
2025
Q3 		$622K Sell
82,899
-24,723
-23% -$196K ﹤0.01% 1993
2025
Q2 		$701K Buy
107,622
+30,952
+40% +$152K ﹤0.01% 1980
2025
Q1 		$361K Buy
76,670
+34,627
+82% +$176K ﹤0.01% 2261
2024
Q4 		$267K Buy
42,043
+16,975
+68% +$130K ﹤0.01% 2564
2024
Q3 		$280K Buy
25,068
+1,493
+6% +$21.3K ﹤0.01% 2398
2024
Q2 		$372K Buy
23,575
+8,007
+51% +$128K ﹤0.01% 2153
2024
Q1 		$287K Buy
15,568
+745
+5% +$13.2K ﹤0.01% 2473
2023
Q4 		$290K Buy
14,823
+3,376
+29% +$58.6K ﹤0.01% 2300
2023
Q3 		$227K Buy
+11,447
New +$232K ﹤0.01% 2357
2020
Q1 		– Sell
-7,388
Closed -$218K – 3003
2019
Q4 		$218K Sell
7,388
-993
-12% -$30.6K ﹤0.01% 2761
2019
Q3 		$260K Sell
8,381
-1,204
-13% -$37.8K ﹤0.01% 2727
2019
Q2 		$302K Sell
9,585
-167
-2% -$4.94K ﹤0.01% 2313
2019
Q1 		$282K Buy
+9,752
New +$267K ﹤0.01% 2380
2018
Q3 		– Sell
-70,759
Closed -$2.49M – 2647
2018
Q2 		$2.49M Buy
70,759
+61,164
+637% +$1.86M ﹤0.01% 1423
2018
Q1 		$265K Buy
9,595
+12
+0.1% +$293 ﹤0.01% 2244
2017
Q4 		$219K Sell
9,583
-2,690
-22% -$60.1K ﹤0.01% 1889
2017
Q3 		$244K Hold
12,273
– – ﹤0.01% 2053
2017
Q2 		$189K Sell
12,273
-97
-0.8% -$1.63K ﹤0.01% 2072
2017
Q1 		$224K Sell
12,370
-4,396
-26% -$77.4K ﹤0.01% 1941
2016
Q4 		$297K Buy
16,766
+4,522
+37% +$76.5K ﹤0.01% 2243
2016
Q3 		$225K Hold
12,244
– – ﹤0.01% 1880
2016
Q2 		$183K Buy
+12,244
New +$185K ﹤0.01% 1946

Other funds holding SRI

2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

HSBC Holdings's SRI Position: Q1 2026 in Review

HSBC Holdings reduced its Stoneridge (SRI) stake by 11% in Q1 2026, selling an estimated $85.7K and leaving 100,391 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

HSBC Holdings first reported a position in SRI in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.49M in Q2 2018. 114 funds tracked by Wall St. Rank hold SRI as of Q1 2026.

  • HSBC Holdings held 100,391 shares of Stoneridge worth $488K as of Q1 2026.
  • HSBC Holdings sold 12,500 Stoneridge shares in Q1 2026, an estimated $85.7K.
  • Stoneridge made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2234 holding.
  • HSBC Holdings first reported a position in Stoneridge in Q2 2016 and has held it in 24 quarters since.
  • HSBC Holdings's Stoneridge position peaked at $2.49M in Q2 2018.
  • 114 funds tracked by Wall St. Rank held Stoneridge as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.