MHR
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Matthew Hamilton Rosenberg’s HSBC HSBC Stock Holding History

Matthew Hamilton Rosenberg’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 		$258K Buy
2,713
+135
+5% +$12.3K 0.05% 187
2026
Q1 		$213K Hold
2,578
– – 0.04% 200
2025
Q4 		$203K Hold
2,578
– – 0.04% 205
2025
Q3 		$183K Hold
2,578
– – 0.04% 223
2025
Q2 		$157K Buy
2,578
+132
+5% +$7.51K 0.04% 244
2025
Q1 		$140K Buy
2,446
+101
+4% +$5.52K 0.04% 248
2024
Q4 		$116K Hold
2,345
– – 0.03% 284
2024
Q3 		$106K Hold
2,345
– – 0.03% 318
2024
Q2 		$103K Sell
2,345
-297
-11% -$12.8K 0.03% 292
2024
Q1 		$104K Hold
2,642
– – 0.03% 308
2023
Q4 		$107K Sell
2,642
-399
-13% -$15.4K 0.03% 296
2023
Q3 		$120K Hold
3,041
– – 0.04% 255
2023
Q2 		$120K Hold
3,041
– – 0.04% 258
2023
Q1 		$104K Sell
3,041
-794
-21% -$28.5K 0.03% 303
2022
Q4 		$119K Hold
3,835
– – 0.04% 271
2022
Q3 		$100K Hold
3,835
– – 0.04% 287
2022
Q2 		$125K Hold
3,835
– – 0.05% 254
2022
Q1 		$131K Hold
3,835
– – 0.05% 264
2021
Q4 		$116K Hold
3,835
– – 0.04% 268
2021
Q3 		$100K Hold
3,835
– – 0.04% 281
2021
Q2 		$111K Hold
3,835
– – 0.06% 240
2021
Q1 		$112K Buy
3,835
+399
+12% +$11.4K 0.06% 226
2020
Q4 		$89K Sell
3,436
-2,101
-38% -$49.9K 0.06% 242
2020
Q3 		$108K Sell
5,537
-2,666
-33% -$58.5K 0.08% 189
2020
Q2 		$191K Buy
8,203
+5,975
+268% +$148K 0.15% 84
2020
Q1 		$63K Buy
+2,228
New +$77.4K 0.06% 225

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

Matthew Hamilton Rosenberg's HSBC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its HSBC (HSBC) stake by 5.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,713 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #187.

Matthew Hamilton Rosenberg first reported a position in HSBC in Q1 2020 and has held it in 26 quarters since. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 2,713 shares of HSBC worth $258K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 135 HSBC shares in Q2 2026, an estimated $12.3K.
  • HSBC made up 0.05% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #187 holding.
  • Matthew Hamilton Rosenberg first reported a position in HSBC in Q1 2020 and has held it in 26 quarters since.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.