Monument Capital Management
HSBC icon

Monument Capital Management’s HSBC HSBC Stock Holding History

Monument Capital 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
2026
Q3 		$764K Buy
7,692
+56
+0.7% +$5.73K 0.16% 124
2026
Q2 		$726K Buy
7,636
+35
+0.5% +$3.19K 0.15% 132
2026
Q1 		$627K Buy
7,601
+81
+1% +$6.86K 0.16% 118
2025
Q4 		$592K Buy
7,520
+4,397
+141% +$314K 0.15% 121
2025
Q3 		$222K Buy
+3,123
New +$203K 0.06% 202
2018
Q4 		– Sell
-262
Closed -$11K – 202
2018
Q3 		$11K Buy
+262
New +$11.4K 0.01% 176

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Monument Capital Management's HSBC Position: Q3 2026 in Review

Monument Capital Management increased its HSBC (HSBC) stake by 0.73% in Q3 2026, buying an estimated $5.73K and bringing the position to 7,692 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #124.

Monument Capital Management first reported a position in HSBC in Q3 2018 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

  • Monument Capital Management held 7,692 shares of HSBC worth $764K as of Q3 2026.
  • Monument Capital Management bought 56 HSBC shares in Q3 2026, an estimated $5.73K.
  • HSBC made up 0.16% of Monument Capital Management's portfolio in Q3 2026, its #124 holding.
  • Monument Capital Management first reported a position in HSBC in Q3 2018 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.