Marshall Wace
HSBC icon

Marshall Wace’s HSBC HSBC Stock Holding History

Marshall Wace’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 		– Sell
-338,412
Closed -$27.9M – 3408
2026
Q1 		$27.9M Buy
338,412
+169,347
+100% +$14.3M 0.03% 577
2025
Q4 		$13.3M Buy
+169,065
New +$12.1M 0.01% 768
2022
Q2 		– Sell
-194,407
Closed -$6.65M – 3609
2022
Q1 		$6.65M Buy
+194,407
New +$6.7M 0.01% 1172
2021
Q4 		– Sell
-36,805
Closed -$962K – 4037
2021
Q3 		$962K Sell
36,805
-91,169
-71% -$2.48M ﹤0.01% 2046
2021
Q2 		$3.69M Buy
+127,974
New +$3.91M 0.02% 1022
2021
Q1 		– Sell
-8,961
Closed -$232K – 2639
2020
Q4 		$232K Buy
+8,961
New +$213K ﹤0.01% 1719
2020
Q1 		– Sell
-38,475
Closed -$1.5M – 1827
2019
Q4 		$1.5M Buy
+38,475
New +$1.46M 0.01% 883
2016
Q3 		– Sell
-514,235
Closed -$14.3M – 1024
2016
Q2 		$14.3M Buy
+514,235
New +$14.5M 0.12% 188
2015
Q4 		– Sell
-20,373
Closed -$688K – 1038
2015
Q3 		$688K Buy
+20,373
New +$762K 0.01% 685

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

Marshall Wace's HSBC Position: Q2 2026 in Review

Marshall Wace sold out of HSBC (HSBC) in Q2 2026, closing a stake of 338,412 shares — an estimated $27.9M sold.

Marshall Wace first reported a position in HSBC in Q3 2015 and held it in 9 quarters. The position peaked at $27.9M in Q1 2026. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Marshall Wace reported no remaining HSBC position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 338,412 HSBC shares in Q2 2026, an estimated $27.9M.
  • Marshall Wace first reported a position in HSBC in Q3 2015 and held it in 9 quarters.
  • Marshall Wace's HSBC position peaked at $27.9M in Q1 2026.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.