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HUB Investment Partners’s HSBC HSBC Stock Holding History

HUB Investment Partners’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 		$667K Buy
7,010
+1,847
+36% +$169K 0.01% 592
2026
Q1 		$426K Buy
5,163
+950
+23% +$80.5K 0.01% 638
2025
Q4 		$331K Buy
4,213
+1,066
+34% +$76.2K 0.01% 635
2025
Q3 		$223K Buy
+3,147
New +$205K 0.01% 656

Other funds holding HSBC

Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HUB Investment Partners's HSBC Position: Q2 2026 in Review

HUB Investment Partners increased its HSBC (HSBC) stake by 36% in Q2 2026, buying an estimated $169K and bringing the position to 7,010 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #592.

HUB Investment Partners first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since. 713 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • HUB Investment Partners held 7,010 shares of HSBC worth $667K as of Q2 2026.
  • HUB Investment Partners bought 1,847 HSBC shares in Q2 2026, an estimated $169K.
  • HSBC made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #592 holding.
  • HUB Investment Partners first reported a position in HSBC in Q3 2025 and has held it in 4 quarters since.
  • 713 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.