Lido Advisors
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Lido Advisors’s HSBC HSBC Stock Holding History

Lido Advisors’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 		$764K Buy
9,059
+733
+9% +$62.1K ﹤0.01% 1090
2025
Q4 		$609K Buy
8,326
+36
+0.4% +$2.57K ﹤0.01% 1218
2025
Q3 		$589K Buy
8,290
+2,023
+32% +$132K ﹤0.01% 1172
2025
Q2 		$381K Buy
6,267
+189
+3% +$10.8K ﹤0.01% 1221
2025
Q1 		$359K Sell
6,078
-1,453
-19% -$79.4K ﹤0.01% 1139
2024
Q4 		$372K Buy
7,531
+249
+3% +$11.6K ﹤0.01% 1113
2024
Q3 		$329K Buy
7,282
+138
+2% +$5.98K ﹤0.01% 1115
2024
Q2 		$311K Buy
+7,144
New +$307K ﹤0.01% 1103

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

Lido Advisors's HSBC Position: Q1 2026 in Review

Lido Advisors increased its HSBC (HSBC) stake by 8.8% in Q1 2026, buying an estimated $62.1K and bringing the position to 9,059 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Lido Advisors first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • Lido Advisors held 9,059 shares of HSBC worth $764K as of Q1 2026.
  • Lido Advisors bought 733 HSBC shares in Q1 2026, an estimated $62.1K.
  • HSBC made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1090 holding.
  • Lido Advisors first reported a position in HSBC in Q2 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.