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IEQ Capital’s HSBC HSBC Stock Holding History

IEQ Capital’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 		$4.75M Sell
49,984
-6,664
-12% -$608K 0.02% 511
2026
Q1 		$4.67M Buy
56,648
+6,972
+14% +$590K 0.02% 521
2025
Q4 		$3.91M Buy
49,676
+3,698
+8% +$264K 0.01% 593
2025
Q3 		$3.26M Buy
45,978
+18,871
+70% +$1.23M 0.01% 608
2025
Q2 		$1.65M Buy
27,107
+4,896
+22% +$279K 0.01% 698
2025
Q1 		$1.28M Buy
22,211
+6,085
+38% +$333K 0.01% 693
2024
Q4 		$798K Buy
16,126
+1,278
+9% +$59.3K 0.01% 726
2024
Q3 		$671K Buy
14,848
+1,313
+10% +$56.9K 0.01% 657
2024
Q2 		$589K Buy
13,535
+3,513
+35% +$151K 0.01% 598
2024
Q1 		$394K Sell
10,022
-816
-8% -$31.9K 0.01% 704
2023
Q4 		$439K Buy
10,838
+2,596
+31% +$100K 0.01% 617
2023
Q3 		$325K Sell
8,242
-529
-6% -$20.8K 0.01% 698
2023
Q2 		$348K Buy
8,771
+2,177
+33% +$81.3K 0.01% 629
2023
Q1 		$225K Sell
6,594
-1,488
-18% -$53.4K 0.01% 795
2022
Q4 		$252K Buy
+8,082
New +$229K 0.01% 682
2022
Q3 		– Sell
-10,419
Closed -$340K – 855
2022
Q2 		$340K Buy
+10,419
New +$338K 0.01% 571

Other funds holding HSBC

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

IEQ Capital's HSBC Position: Q2 2026 in Review

IEQ Capital reduced its HSBC (HSBC) stake by 12% in Q2 2026, selling an estimated $608K and leaving 49,984 shares worth $4.75M. The position accounts for 0.02% of the portfolio, ranked #511.

IEQ Capital first reported a position in HSBC in Q2 2022 and has held it in 16 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • IEQ Capital held 49,984 shares of HSBC worth $4.75M as of Q2 2026.
  • IEQ Capital sold 6,664 HSBC shares in Q2 2026, an estimated $608K.
  • HSBC made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #511 holding.
  • IEQ Capital first reported a position in HSBC in Q2 2022 and has held it in 16 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.