Legacy Capital Group California’s HSBC HSBC Stock Holding History

Legacy Capital Group California’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	$864K	Sell	10,476 -1,908	-15%	-$162K	0.33%	87
2025 Q4	$974K	Buy	12,384 +463	+4%	+$33.1K	0.24%	109
2025 Q3	$846K	Buy	11,921 +679	+6%	+$44.1K	0.22%	123
2025 Q2	$683K	Buy	11,242 +6,526	+138%	+$371K	0.19%	136
2025 Q1	$271K	Buy	4,716 +138	+3%	+$7.54K	0.09%	247
2024 Q4	$226K	Sell	4,578 -24	-0.5%	-$1.11K	0.07%	294
2024 Q3	$208K	Buy	+4,602	New	+$199K	0.07%	300
2024 Q2	–	Sell	-10,248	Closed	-$403K	–	324
2024 Q1	$403K	Buy	10,248 +42	+0.4%	+$1.64K	0.15%	189
2023 Q4	$414K	Buy	10,206 +4,282	+72%	+$166K	0.16%	186
2023 Q3	$234K	Buy	5,924 +251	+4%	+$9.89K	0.1%	241
2023 Q2	$225K	Buy	+5,673	New	+$212K	0.09%	242

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

Legacy Capital Group California's HSBC Position: Q1 2026 in Review

Legacy Capital Group California reduced its HSBC (HSBC) stake by 15% in Q1 2026, selling an estimated $162K and leaving 10,476 shares worth $864K. The position accounts for 0.33% of the portfolio, ranked #87.

Legacy Capital Group California first reported a position in HSBC in Q2 2023 and has held it in 11 quarters since. The position peaked at $974K in Q4 2025. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Legacy Capital Group California held 10,476 shares of HSBC worth $864K as of Q1 2026.
Legacy Capital Group California sold 1,908 HSBC shares in Q1 2026, an estimated $162K.
HSBC made up 0.33% of Legacy Capital Group California's portfolio in Q1 2026, its #87 holding.
Legacy Capital Group California first reported a position in HSBC in Q2 2023 and has held it in 11 quarters since.
Legacy Capital Group California's HSBC position peaked at $974K in Q4 2025.
639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.