John Overdeck’s HSBC HSBC Stock Holding History

John Overdeck’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	$960K	Buy	+10,100	New	+$922K	﹤0.01%	3646
2021 Q1	–	Sell	-64,100	Closed	-$1.66M	–	4003
2020 Q4	$1.66M	Sell	64,100 -80,300	-56%	-$1.91M	﹤0.01%	1614
2020 Q3	$2.83M	Buy	144,400 +105,600	+272%	+$2.32M	0.01%	1101
2020 Q2	$905K	Buy	+38,800	New	+$963K	﹤0.01%	1596
2020 Q1	–	Sell	-163,600	Closed	-$6.39M	–	3426
2019 Q4	$6.39M	Buy	163,600 +149,100	+1,028%	+$5.65M	0.02%	814
2019 Q3	$555K	Buy	+14,500	New	+$562K	﹤0.01%	2480
2017 Q1	–	Sell	-59,556	Closed	-$2.16M	–	3066
2016 Q4	$2.16M	Buy	59,556 +52,914	+797%	+$1.88M	0.01%	1423
2016 Q3	$226K	Buy	+6,642	New	+$208K	﹤0.01%	2899

Other funds holding HSBC

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

John Overdeck's HSBC Position: Q2 2026 in Review

John Overdeck increased its HSBC (HSBC) stake by 6.7% in Q2 2026, buying an estimated $911K and bringing the position to 158,284 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #1224.

John Overdeck first reported a position in HSBC in Q2 2013 and has held it in 30 quarters since. The position peaked at $50.4M in Q2 2019. 705 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

John Overdeck held 158,284 shares of HSBC worth $15.1M as of Q2 2026.
John Overdeck bought 9,985 HSBC shares in Q2 2026, an estimated $911K.
HSBC made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1224 holding.
John Overdeck first reported a position in HSBC in Q2 2013 and has held it in 30 quarters since.
John Overdeck's HSBC position peaked at $50.4M in Q2 2019.
705 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.