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
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 $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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kathmere Capital Management's HSBC Position: Q1 2026 in Review

Kathmere Capital Management increased its HSBC (HSBC) stake by 18% in Q1 2026, buying an estimated $335K and bringing the position to 25,654 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #119.

Kathmere Capital Management first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Kathmere Capital Management held 25,654 shares of HSBC worth $2.12M as of Q1 2026.
  • Kathmere Capital Management bought 3,959 HSBC shares in Q1 2026, an estimated $335K.
  • HSBC made up 0.13% of Kathmere Capital Management's portfolio in Q1 2026, its #119 holding.
  • Kathmere Capital Management first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.