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Mather Group’s HSBC HSBC Stock Holding History

Mather Group’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 		$64.4K Buy
677
+162
+31% +$14.8K ﹤0.01% 1040
2026
Q1 		$42.5K Buy
+515
New +$43.6K ﹤0.01% 1090
2025
Q4 		– Sell
-351
Closed -$24.9K – 1083
2025
Q3 		$24.9K Buy
+351
New +$22.8K ﹤0.01% 1067
2025
Q2 		– Sell
-79
Closed -$4.54K – 1097
2025
Q1 		$4.54K Hold
79
– – ﹤0.01% 1426
2024
Q4 		$3.91K Hold
79
– – ﹤0.01% 1418
2024
Q3 		$3.57K Hold
79
– – ﹤0.01% 1364
2024
Q2 		$3.11K Hold
79
– – ﹤0.01% 1756
2024
Q1 		$3.2K Buy
+79
New +$3.08K ﹤0.01% 1443

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

Mather Group's HSBC Position: Q2 2026 in Review

Mather Group increased its HSBC (HSBC) stake by 31% in Q2 2026, buying an estimated $14.8K and bringing the position to 677 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Mather Group first reported a position in HSBC in Q1 2024 and has held it in 8 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Mather Group held 677 shares of HSBC worth $64.4K as of Q2 2026.
  • Mather Group bought 162 HSBC shares in Q2 2026, an estimated $14.8K.
  • HSBC made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1040 holding.
  • Mather Group first reported a position in HSBC in Q1 2024 and has held it in 8 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.