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Klingman & Associates’s HSBC HSBC Stock Holding History

Klingman & Associates’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 		$356K Buy
3,740
+423
+13% +$38.6K 0.02% 243
2026
Q1 		$274K Buy
3,317
+374
+13% +$31.7K 0.01% 274
2025
Q4 		$232K Buy
+2,943
New +$210K 0.01% 294
2015
Q4 		– Sell
-309
Closed -$10K – 411
2015
Q3 		$10K Buy
+309
New +$11.6K ﹤0.01% 304

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

Klingman & Associates's HSBC Position: Q2 2026 in Review

Klingman & Associates increased its HSBC (HSBC) stake by 13% in Q2 2026, buying an estimated $38.6K and bringing the position to 3,740 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #243.

Klingman & Associates first reported a position in HSBC in Q3 2015 and has held it in 4 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Klingman & Associates held 3,740 shares of HSBC worth $356K as of Q2 2026.
  • Klingman & Associates bought 423 HSBC shares in Q2 2026, an estimated $38.6K.
  • HSBC made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #243 holding.
  • Klingman & Associates first reported a position in HSBC in Q3 2015 and has held it in 4 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.