JCM
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Janney Capital Management’s HSBC HSBC Stock Holding History

Janney Capital 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
2025
Q4 		$17.3M Sell
219,596
-5,295
-2% -$379K 1.09% 24
2025
Q3 		$16M Sell
224,891
-3,375
-1% -$219K 0.99% 29
2025
Q2 		$13.9M Sell
228,266
-4,233
-2% -$241K 0.9% 35
2025
Q1 		$13.4M Buy
232,499
+44,348
+24% +$2.42M 0.92% 36
2024
Q4 		$9.31M Buy
+188,151
New +$8.73M 0.62% 69
2020
Q2 		– Sell
-279,761
Closed -$7.84M – 200
2020
Q1 		$7.84M Sell
279,761
-18,015
-6% -$626K 0.6% 63
2019
Q4 		$11.6M Sell
297,776
-44,537
-13% -$1.69M 0.63% 68
2019
Q3 		$13.1M Sell
342,313
-20,986
-6% -$813K 0.73% 54
2019
Q2 		$15.2M Sell
363,299
-17,049
-4% -$714K 0.82% 49
2019
Q1 		$15.3M Sell
380,348
-11,415
-3% -$460K 0.8% 47
2018
Q4 		$15.5M Sell
391,763
-20,710
-5% -$829K 0.84% 44
2018
Q3 		$17.3M Sell
412,473
-15,405
-4% -$668K 0.75% 52
2018
Q2 		$19M Sell
427,878
-11,919
-3% -$547K 0.84% 42
2018
Q1 		$19.6M Sell
439,797
-11,728
-3% -$558K 0.85% 40
2017
Q4 		$21.3M Buy
451,525
+82,019
+22% +$3.71M 0.91% 35
2017
Q3 		$16.7M Sell
369,506
-7,110
-2% -$314K 0.72% 55
2017
Q2 		$16M Sell
376,616
-13,163
-3% -$511K 0.75% 55
2017
Q1 		$14.4M Sell
389,779
-11,277
-3% -$424K 0.66% 61
2016
Q4 		$14.6M Sell
401,056
-20,079
-5% -$712K 0.67% 59
2016
Q3 		$14.3M Sell
421,135
-4,662
-1% -$146K 0.65% 66
2016
Q2 		$11.9M Buy
425,797
+561
+0.1% +$15.9K 0.63% 70
2016
Q1 		$11.8M Buy
425,236
+12,452
+3% +$368K 0.63% 68
2015
Q4 		$14.5M Sell
412,784
-12,290
-3% -$434K 0.64% 68
2015
Q3 		$14.3M Buy
+425,074
New +$15.9M 0.65% 72

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janney Capital Management's HSBC Position: Q4 2025 in Review

Janney Capital Management reduced its HSBC (HSBC) stake by 2.4% in Q4 2025, selling an estimated $379K and leaving 219,596 shares worth $17.3M. The position accounts for 1.09% of the portfolio, ranked #24.

Janney Capital Management first reported a position in HSBC in Q3 2015 and has held it in 24 quarters since. The position peaked at $21.3M in Q4 2017. 614 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Janney Capital Management held 219,596 shares of HSBC worth $17.3M as of Q4 2025.
  • Janney Capital Management sold 5,295 HSBC shares in Q4 2025, an estimated $379K.
  • HSBC made up 1.09% of Janney Capital Management's portfolio in Q4 2025, its #24 holding.
  • Janney Capital Management first reported a position in HSBC in Q3 2015 and has held it in 24 quarters since.
  • Janney Capital Management's HSBC position peaked at $21.3M in Q4 2017.
  • 614 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.