KCM
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Kathmere Capital Management’s HSBC HSBC Stock Holding History

Kathmere 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
2026
Q2 		$2.99M Buy
31,398
+5,744
+22% +$524K 0.16% 112
2026
Q1 		$2.12M Buy
25,654
+3,959
+18% +$335K 0.13% 119
2025
Q4 		$1.71M Buy
21,695
+817
+4% +$58.4K 0.11% 124
2025
Q3 		$1.48M Buy
20,878
+3,251
+18% +$211K 0.11% 131
2025
Q2 		$1.07M Buy
17,627
+1,160
+7% +$66K 0.08% 164
2025
Q1 		$946K Buy
16,467
+3,089
+23% +$169K 0.08% 152
2024
Q4 		$662K Buy
13,378
+4,190
+46% +$194K 0.06% 179
2024
Q3 		$415K Buy
9,188
+3,210
+54% +$139K 0.04% 232
2024
Q2 		$260K Buy
+5,978
New +$257K 0.03% 290

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

Kathmere Capital Management's HSBC Position: Q2 2026 in Review

Kathmere Capital Management increased its HSBC (HSBC) stake by 22% in Q2 2026, buying an estimated $524K and bringing the position to 31,398 shares worth $2.99M. The position accounts for 0.16% of the portfolio, ranked #112.

Kathmere Capital Management first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since. 711 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Kathmere Capital Management held 31,398 shares of HSBC worth $2.99M as of Q2 2026.
  • Kathmere Capital Management bought 5,744 HSBC shares in Q2 2026, an estimated $524K.
  • HSBC made up 0.16% of Kathmere Capital Management's portfolio in Q2 2026, its #112 holding.
  • Kathmere Capital Management first reported a position in HSBC in Q2 2024 and has held it in 9 quarters since.
  • 711 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.