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 Q3	$11K	Hold	111	–	–	﹤0.01%	473
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 $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MOTCO's HSBC Position: Q3 2026 in Review

MOTCO held its HSBC (HSBC) position steady in Q3 2026 at 111 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

MOTCO first reported a position in HSBC in Q2 2013 and has held it in 16 quarters since. The position peaked at $16K in Q3 2016. 477 funds tracked by Wall St. Rank hold HSBC as of Q3 2026.

MOTCO held 111 shares of HSBC worth $11K as of Q3 2026.
MOTCO left its HSBC share count unchanged in Q3 2026.
HSBC made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #473 holding.
MOTCO first reported a position in HSBC in Q2 2013 and has held it in 16 quarters since.
MOTCO's HSBC position peaked at $16K in Q3 2016.
477 funds tracked by Wall St. Rank held HSBC as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.