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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
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 $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

Klingman & Associates's HSBC Position: Q1 2026 in Review

Klingman & Associates increased its HSBC (HSBC) stake by 13% in Q1 2026, buying an estimated $31.7K and bringing the position to 3,317 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #274.

Klingman & Associates first reported a position in HSBC in Q3 2015 and has held it in 3 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Klingman & Associates held 3,317 shares of HSBC worth $274K as of Q1 2026.
  • Klingman & Associates bought 374 HSBC shares in Q1 2026, an estimated $31.7K.
  • HSBC made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #274 holding.
  • Klingman & Associates first reported a position in HSBC in Q3 2015 and has held it in 3 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.