OneAscent Family Office’s HSBC HSBC Stock Holding History

OneAscent Family Office’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	$433K	Hold	5,244	–	–	0.3%	81
2025 Q4	$413K	Buy	+5,244	New	+$375K	0.28%	89

Other funds holding HSBC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

OneAscent Family Office's HSBC Position: Q1 2026 in Review

OneAscent Family Office held its HSBC (HSBC) position steady in Q1 2026 at 5,244 shares worth $433K. The position accounts for 0.3% of the portfolio, ranked #81.

OneAscent Family Office first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

OneAscent Family Office held 5,244 shares of HSBC worth $433K as of Q1 2026.
OneAscent Family Office left its HSBC share count unchanged in Q1 2026.
HSBC made up 0.3% of OneAscent Family Office's portfolio in Q1 2026, its #81 holding.
OneAscent Family Office first reported a position in HSBC in Q4 2025 and has held it in 2 quarters since.
641 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.