Mork Capital Management’s HSBC HSBC Stock Holding History

Mork 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 Q1	–	Sell	-20,300	Closed	-$1.6M	–	115
2025 Q4	$1.6M	Hold	20,300	–	–	0.97%	32
2025 Q3	$1.44M	Hold	20,300	–	–	0.99%	35
2025 Q2	$1.23M	Hold	20,300	–	–	0.9%	39
2025 Q1	$1.17M	Hold	20,300	–	–	0.91%	44
2024 Q4	$1M	Buy	+20,300	New	+$942K	0.66%	86
2022 Q1	–	Sell	-25,100	Closed	-$757K	–	104
2021 Q4	$757K	Sell	25,100 -13,500	-35%	-$394K	0.51%	105
2021 Q3	$1.01M	Hold	38,600	–	–	0.86%	67
2021 Q2	$1.11M	Hold	38,600	–	–	0.8%	69
2021 Q1	$1.13M	Hold	38,600	–	–	0.86%	64
2020 Q4	$1M	Buy	38,600 +13,500	+54%	+$321K	0.73%	82
2020 Q3	$491K	Hold	25,100	–	–	0.54%	84
2020 Q2	$586K	Hold	25,100	–	–	0.69%	80
2020 Q1	$703K	Hold	25,100	–	–	0.96%	50
2019 Q4	$981K	Buy	25,100 +6,700	+36%	+$254K	0.7%	80
2019 Q3	$704K	Hold	18,400	–	–	0.65%	89
2019 Q2	$768K	Sell	18,400 -219	-1%	-$9.17K	0.71%	85
2019 Q1	$747K	Sell	18,619 -466	-2%	-$18.8K	0.69%	86
2018 Q4	$756K	Buy	+19,085	New	+$764K	0.71%	95
2018 Q1	–	Sell	-23,311	Closed	-$1.1M	–	111
2017 Q4	$1.1M	Hold	23,311	–	–	0.73%	42
2017 Q3	$1.05M	Hold	23,311	–	–	0.85%	43
2017 Q2	$988K	Sell	23,311 -268	-1%	-$10.4K	0.85%	46
2017 Q1	$869K	Hold	23,579	–	–	0.77%	69
2016 Q4	$856K	Buy	+23,579	New	+$836K	0.6%	78

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mork Capital Management's HSBC Position: Q1 2026 in Review

Mork Capital Management sold out of HSBC (HSBC) in Q1 2026, closing a stake of 20,300 shares — an estimated $1.6M sold.

Mork Capital Management first reported a position in HSBC in Q4 2016 and held it in 23 quarters. The position peaked at $1.6M in Q4 2025. 645 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

Mork Capital Management reported no remaining HSBC position as of Q1 2026 after selling out during the quarter.
Mork Capital Management sold 20,300 HSBC shares in Q1 2026, an estimated $1.6M.
Mork Capital Management first reported a position in HSBC in Q4 2016 and held it in 23 quarters.
Mork Capital Management's HSBC position peaked at $1.6M in Q4 2025.
645 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on Mork Capital Management's 13F filing for Q1 2026, filed 15 May 2026.