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Meritage Portfolio Management’s HSBC HSBC Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$23.3M Sell
295,700
-3,809
-1% -$272K 1.54% 7
2025
Q3 		$21.3M Buy
299,509
+3,857
+1% +$251K 1.42% 8
2025
Q2 		$18M Sell
295,652
-14,695
-5% -$836K 1.14% 15
2025
Q1 		$17.8M Sell
310,347
-8,478
-3% -$464K 1.18% 12
2024
Q4 		$15.8M Buy
318,825
+17,012
+6% +$789K 0.98% 21
2024
Q3 		$13.6M Buy
301,813
+67,617
+29% +$2.93M 0.84% 22
2024
Q2 		$10.2M Sell
234,196
-3,373
-1% -$145K 0.64% 30
2024
Q1 		$9.35M Sell
237,569
-10,060
-4% -$393K 0.6% 37
2023
Q4 		$10M Buy
247,629
+16,015
+7% +$620K 0.66% 36
2023
Q3 		$9.14M Sell
231,614
-1,607
-0.7% -$63.3K 0.67% 32
2023
Q2 		$9.24M Sell
233,221
-11,383
-5% -$425K 0.65% 32
2023
Q1 		$8.35M Sell
244,604
-7,132
-3% -$256K 0.62% 37
2022
Q4 		$7.84M Sell
251,736
-8,993
-3% -$255K 0.61% 41
2022
Q3 		$6.8M Buy
+260,729
New +$8.1M 0.56% 46
2016
Q1 		– Sell
-91,412
Closed -$3.21M – 181
2015
Q4 		$3.21M Sell
91,412
-5,903
-6% -$208K 0.36% 140
2015
Q3 		$3.28M Sell
97,315
-13,452
-12% -$503K 0.38% 139
2015
Q2 		$4.42M Sell
110,767
-1,580
-1% -$65.8K 0.46% 126
2015
Q1 		$4.22M Buy
+112,347
New +$4.38M 0.42% 134

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Meritage Portfolio Management's HSBC Position: Q4 2025 in Review

Meritage Portfolio Management reduced its HSBC (HSBC) stake by 1.3% in Q4 2025, selling an estimated $272K and leaving 295,700 shares worth $23.3M. The position accounts for 1.54% of the portfolio, ranked #7.

Meritage Portfolio Management first reported a position in HSBC in Q1 2015 and has held it in 18 quarters since. 615 funds tracked by Wall St. Rank hold HSBC as of Q4 2025.

  • Meritage Portfolio Management held 295,700 shares of HSBC worth $23.3M as of Q4 2025.
  • Meritage Portfolio Management sold 3,809 HSBC shares in Q4 2025, an estimated $272K.
  • HSBC made up 1.54% of Meritage Portfolio Management's portfolio in Q4 2025, its #7 holding.
  • Meritage Portfolio Management first reported a position in HSBC in Q1 2015 and has held it in 18 quarters since.
  • 615 funds tracked by Wall St. Rank held HSBC as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.