IAIM
HSBC icon

International Assets Investment Management’s HSBC HSBC Stock Holding History

International Assets Investment Management’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 		– Sell
-3,358
Closed -$264K – 2290
2025
Q4 		$264K Buy
+3,358
New +$240K 0.02% 685
2024
Q4 		– Sell
-121,200
Closed -$2.68K – 1271
2024
Q3 		$2.68K Buy
+121,200
New +$5.25M 0.01% 782
2021
Q2 		– Sell
-1,324
Closed -$34K – 1092
2021
Q1 		$34K Hold
1,324
– – ﹤0.01% 1097
2020
Q4 		$34K Buy
+1,324
New +$31.5K 0.01% 981

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 $1.66T 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 $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 $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

International Assets Investment Management's HSBC Position: Q1 2026 in Review

International Assets Investment Management sold out of HSBC (HSBC) in Q1 2026, closing a stake of 3,358 shares — an estimated $264K sold.

International Assets Investment Management first reported a position in HSBC in Q4 2020 and held it in 4 quarters. The position peaked at $264K in Q4 2025. 643 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • International Assets Investment Management reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
  • International Assets Investment Management sold 3,358 HSBC shares in Q1 2026, an estimated $264K.
  • International Assets Investment Management first reported a position in HSBC in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's HSBC position peaked at $264K in Q4 2025.
  • 643 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.