Kathmere Capital Management
HSBC icon

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
Q3 		$3.53M Buy
35,501
+4,103
+13% +$420K 0.17% 100
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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Kathmere Capital Management's HSBC Position: Q3 2026 in Review

Kathmere Capital Management increased its HSBC (HSBC) stake by 13% in Q3 2026, buying an estimated $420K and bringing the position to 35,501 shares worth $3.53M. The position accounts for 0.17% of the portfolio, ranked #100.

Kathmere Capital Management first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Kathmere Capital Management held 35,501 shares of HSBC worth $3.53M as of Q3 2026.
  • Kathmere Capital Management bought 4,103 HSBC shares in Q3 2026, an estimated $420K.
  • HSBC made up 0.17% of Kathmere Capital Management's portfolio in Q3 2026, its #100 holding.
  • Kathmere Capital Management first reported a position in HSBC in Q2 2024 and has held it in 10 quarters since.
  • 436 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.