Kovitz Investment Group Partners’s HSBC HSBC Stock Holding History

Kovitz Investment Group Partners’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	$1.82M	Buy	22,078 +898	+4%	+$76.1K	0.04%	242
2025 Q4	$1.67M	Sell	21,180 -4,189	-17%	-$300K	0.04%	255
2025 Q3	$1.8M	Buy	25,369 +1,573	+7%	+$102K	0.01%	691
2025 Q2	$1.45M	Buy	23,796 +19,058	+402%	+$1.08M	0.01%	711
2025 Q1	$272K	Buy	+4,738	New	+$259K	﹤0.01%	1086
2020 Q3	–	Sell	-37,745	Closed	-$881K	–	411
2020 Q2	$881K	Sell	37,745 -8,445	-18%	-$210K	0.03%	263
2020 Q1	$1.29M	Buy	46,190 +328	+0.7%	+$11.4K	0.05%	215
2019 Q4	$1.79M	Sell	45,862 -4,359	-9%	-$165K	0.05%	207
2019 Q3	$1.92M	Buy	50,221 +300	+0.6%	+$11.6K	0.06%	202
2019 Q2	$2.08M	Sell	49,921 -78	-0.2%	-$3.27K	0.07%	191
2019 Q1	$2M	Sell	49,999 -357	-0.7%	-$14.4K	0.06%	196
2018 Q4	$2M	Buy	+50,356	New	+$2.02M	0.08%	149

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kovitz Investment Group Partners's HSBC Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its HSBC (HSBC) stake by 4.2% in Q1 2026, buying an estimated $76.1K and bringing the position to 22,078 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #242.

Kovitz Investment Group Partners first reported a position in HSBC in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.08M in Q2 2019. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Kovitz Investment Group Partners held 22,078 shares of HSBC worth $1.82M as of Q1 2026.
Kovitz Investment Group Partners bought 898 HSBC shares in Q1 2026, an estimated $76.1K.
HSBC made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #242 holding.
Kovitz Investment Group Partners first reported a position in HSBC in Q4 2018 and has held it in 12 quarters since.
Kovitz Investment Group Partners's HSBC position peaked at $2.08M in Q2 2019.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.