MOTCO’s HSBC HSBC Stock Holding History

MOTCO’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	$10.6K	Buy	+111	New	+$10.1K	﹤0.01%	432
2023 Q4	–	Sell	-340	Closed	-$13.4K	–	780
2023 Q3	$13.4K	Buy	340 +327	+2,515%	+$12.9K	﹤0.01%	484
2023 Q2	$515	Buy	+13	New	+$485	﹤0.01%	857
2019 Q3	–	Sell	-216	Closed	-$9K	–	620
2019 Q2	$9K	Buy	+216	New	+$9.05K	﹤0.01%	617
2017 Q1	–	Sell	-332	Closed	-$12K	–	635
2016 Q4	$12K	Sell	332 -151	-31%	-$5.35K	﹤0.01%	478
2016 Q3	$16K	Buy	+483	New	+$15.2K	﹤0.01%	418
2015 Q3	–	Sell	-152	Closed	-$6K	–	601
2015 Q2	$6K	Sell	152 -1	-0.7%	-$42	﹤0.01%	489
2015 Q1	$6K	Sell	153 -4	-3%	-$156	﹤0.01%	494
2014 Q4	$6K	Sell	157 -154	-50%	-$6.57K	﹤0.01%	533
2014 Q3	$14K	Buy	311 +154	+98%	+$7.01K	﹤0.01%	419
2014 Q2	$7K	Hold	157	–	–	﹤0.01%	499
2014 Q1	$7K	Hold	157	–	–	﹤0.01%	483
2013 Q4	$7K	Hold	157	–	–	﹤0.01%	503
2013 Q3	$7K	Hold	157	–	–	﹤0.01%	488
2013 Q2	$7K	Buy	+157	New	+$7.35K	﹤0.01%	507

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

MOTCO's HSBC Position: Q2 2026 in Review

MOTCO opened a new position in HSBC (HSBC) in Q2 2026: 111 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings. This is a return to the name: MOTCO previously reported a position in HSBC as recently as Q3 2023.

MOTCO first reported a position in HSBC in Q2 2013 and has held it in 15 quarters since. The position peaked at $16K in Q3 2016. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

MOTCO held 111 shares of HSBC worth $10.6K as of Q2 2026.
HSBC was a new MOTCO position in Q2 2026.
HSBC made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #432 holding.
MOTCO first reported a position in HSBC in Q2 2013 and has held it in 15 quarters since.
MOTCO's HSBC position peaked at $16K in Q3 2016.
710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.